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Bell Investment Advisors’s Vale VALE Stock Holding History

Bell Investment Advisors’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.71K Hold
422
– – ﹤0.01% 838
2025
Q4 		$5.5K Hold
422
– – ﹤0.01% 933
2025
Q3 		$4.58K Buy
422
+179
+74% +$1.83K ﹤0.01% 974
2025
Q2 		$2.36K Buy
243
+145
+148% +$1.37K ﹤0.01% 1308
2025
Q1 		$979 Sell
98
-292
-75% -$2.76K ﹤0.01% 1557
2024
Q4 		$3.46K Buy
390
+292
+298% +$2.97K ﹤0.01% 1110
2024
Q3 		$1.15K Sell
98
-119
-55% -$1.28K ﹤0.01% 1554
2024
Q2 		$2.42K Buy
217
+80
+58% +$962 ﹤0.01% 1268
2024
Q1 		$1.67K Sell
137
-120
-47% -$1.62K ﹤0.01% 1428
2023
Q4 		$4.08K Buy
257
+39
+18% +$559 ﹤0.01% 982
2023
Q3 		$2.92K Buy
218
+36
+20% +$490 ﹤0.01% 1096
2023
Q2 		$2.44K Sell
182
-62
-25% -$878 ﹤0.01% 1198
2023
Q1 		$3.85K Buy
244
+32
+15% +$542 ﹤0.01% 906
2022
Q4 		$3.6K Sell
212
-10
-5% -$150 ﹤0.01% 979
2022
Q3 		$3K Buy
222
+40
+22% +$526 ﹤0.01% 990
2022
Q2 		$3K Buy
+182
New +$3.11K ﹤0.01% 1035
2021
Q4 		$2K Buy
140
+84
+150% +$1.12K ﹤0.01% 1250
2021
Q3 		$1K Buy
+56
New +$1.1K ﹤0.01% 1598

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return