Bell Investment Advisors’s Valaris VAL Stock Holding History

Bell Investment Advisors’s Portfolio VAL Stock Details VAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.51K	Sell	46 -6	-12%	-$467	﹤0.01%	1002
2025 Q4	$2.62K	Hold	52	–	–	﹤0.01%	1250
2025 Q3	$2.54K	Sell	52 -23	-31%	-$1.12K	﹤0.01%	1234
2025 Q2	$3.16K	Sell	75 -71	-49%	-$2.67K	﹤0.01%	1176
2025 Q1	$5.73K	Sell	146 -1,041	-88%	-$44.6K	﹤0.01%	848
2024 Q4	$52.5K	Sell	1,187 -61	-5%	-$2.94K	0.01%	214
2024 Q3	$69.6K	Sell	1,248 -60	-5%	-$3.93K	0.01%	179
2024 Q2	$97.4K	Hold	1,308	–	–	0.02%	141
2024 Q1	$98.4K	Sell	1,308 -17	-1%	-$1.14K	0.02%	138
2023 Q4	$90.9K	Sell	1,325 -41	-3%	-$2.81K	0.02%	140
2023 Q3	$102K	Sell	1,366 -48	-3%	-$3.53K	0.02%	120
2023 Q2	$89K	Sell	1,414 -24	-2%	-$1.45K	0.02%	122
2023 Q1	$93.6K	Sell	1,438 -135	-9%	-$9.41K	0.02%	106
2022 Q4	$106K	Buy	1,573 +8	+0.5%	+$499	0.03%	103
2022 Q3	$77K	Buy	1,565 +1,380	+746%	+$66.2K	0.02%	93
2022 Q2	$8K	Buy	+185	New	+$9.96K	﹤0.01%	526
2021 Q4	$1K	Buy	+20	New	+$697	﹤0.01%	1646

Other funds holding VAL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.04B AUM 91.14% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return