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Belpointe Asset Management’s Vale VALE Stock Holding History

Belpointe Asset Management’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 		– Sell
-69,513
Closed -$906K – 1191
2025
Q4 		$906K Buy
+69,513
New +$844K 0.03% 474
2025
Q3 		– Sell
-10,436
Closed -$101K – 1048
2025
Q2 		$101K Hold
10,436
– – ﹤0.01% 906
2025
Q1 		$104K Sell
10,436
-1,013
-9% -$9.57K 0.01% 887
2024
Q4 		$120K Buy
11,449
+250
+2% +$2.54K 0.01% 824
2024
Q3 		$131K Sell
11,199
-2,150
-16% -$23.1K 0.01% 832
2024
Q2 		$149K Buy
13,349
+2,499
+23% +$30.1K 0.01% 742
2024
Q1 		$132K Buy
+10,850
New +$146K 0.01% 760
2023
Q2 		– Sell
-6,429
Closed -$101K – 3264
2023
Q1 		$101K Sell
6,429
-2,930
-31% -$49.6K 0.01% 1300
2022
Q4 		$159K Buy
9,359
+356
+4% +$5.35K 0.01% 998
2022
Q3 		$120K Buy
+9,003
New +$118K 0.01% 1070
2022
Q2 		– Sell
-20,939
Closed -$419K – 1274
2022
Q1 		$419K Sell
20,939
-8,006
-28% -$139K 0.03% 600
2021
Q4 		$405K Buy
28,945
+14,166
+96% +$188K 0.03% 589
2021
Q3 		$207K Buy
+14,779
New +$290K 0.01% 843

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 $5.72T 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 $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B 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