BFG
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Bleakley Financial Group’s Vale VALE Stock Holding History

Bleakley Financial Group’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
-22,984
Closed -$299K – 789
2025
Q4 		$299K Buy
22,984
+1,444
+7% +$17.5K 0.01% 649
2025
Q3 		$234K Buy
+21,540
New +$220K 0.01% 579
2025
Q1 		– Sell
-17,448
Closed -$155K – 978
2024
Q4 		$155K Sell
17,448
-18,614
-52% -$189K ﹤0.01% 969
2024
Q3 		$421K Buy
36,062
+432
+1% +$4.63K 0.01% 648
2024
Q2 		$398K Sell
35,630
-4,599
-11% -$55.3K 0.01% 676
2024
Q1 		$490K Sell
40,229
-39,871
-50% -$538K 0.01% 620
2023
Q4 		$1.27M Sell
80,100
-35,130
-30% -$504K 0.04% 352
2023
Q3 		$1.54M Buy
+115,230
New +$1.57M 0.05% 303
2023
Q2 		– Sell
-108,761
Closed -$1.72M – 984
2023
Q1 		$1.72M Buy
+108,761
New +$1.84M 0.06% 285

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