Berman Capital Advisors’s Vale VALE Stock Holding History

Berman Capital 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
2021 Q3	$3K	Hold	274	–	–	﹤0.01%	1625
2021 Q2	$6K	Hold	274	–	–	﹤0.01%	1313
2021 Q1	$4K	Buy	274 +97	+55%	+$1.69K	﹤0.01%	1366
2020 Q4	$2K	Sell	177 -85	-32%	-$1.13K	﹤0.01%	1447
2020 Q3	$2K	Sell	262 -8	-3%	-$90	﹤0.01%	1346
2020 Q2	$2K	Sell	270 -486	-64%	-$4.45K	﹤0.01%	1327
2020 Q1	$6K	Buy	756 +433	+134%	+$4.71K	﹤0.01%	855
2019 Q4	$4K	Hold	323	–	–	﹤0.01%	1052
2019 Q3	$3K	Sell	323 -36	-10%	-$436	﹤0.01%	1113
2019 Q2	$4K	Sell	359 -60	-14%	-$769	﹤0.01%	1040
2019 Q1	$5K	Buy	419 +145	+53%	+$1.88K	﹤0.01%	881
2018 Q4	$3K	Buy	+274	New	+$3.92K	﹤0.01%	827

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's VALE Position: Q3 2021 in Review

Berman Capital Advisors held its Vale (VALE) position steady in Q3 2021 at 274 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Berman Capital Advisors first reported a position in VALE in Q4 2018 and has held it in 12 quarters since. The position peaked at $6K in Q2 2021. 429 funds tracked by Wall St. Rank hold VALE as of Q3 2021.

Berman Capital Advisors held 274 shares of Vale worth $3K as of Q3 2021.
Berman Capital Advisors left its Vale share count unchanged in Q3 2021.
Vale made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1625 holding.
Berman Capital Advisors first reported a position in Vale in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Vale position peaked at $6K in Q2 2021.
429 funds tracked by Wall St. Rank held Vale as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.