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Bourgeon Capital Management’s Vale VALE Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-8
Closed -$127 – 368
2023
Q4 		$127 Hold
8
– – ﹤0.01% 391
2023
Q3 		$108 Hold
8
– – ﹤0.01% 388
2023
Q2 		$108 Hold
8
– – ﹤0.01% 326
2023
Q1 		$127 Hold
8
– – ﹤0.01% 312
2022
Q4 		$136 Hold
8
– – ﹤0.01% 361
2022
Q3 		$0 Sell
8
-1,500
-99% -$19.7K ﹤0.01% 443
2022
Q2 		$22K Hold
1,508
– – 0.01% 178
2022
Q1 		$30K Buy
1,508
+1,500
+18,750% +$26K 0.01% 170
2021
Q4 		$0 Buy
+8
New +$106 ﹤0.01% 293

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bourgeon Capital Management's VALE Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Vale (VALE) in Q1 2024, closing a stake of 8 shares — an estimated $127 sold.

Bourgeon Capital Management first reported a position in VALE in Q4 2021 and held it in 9 quarters. The position peaked at $30K in Q1 2022. 521 funds tracked by Wall St. Rank hold VALE as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Vale position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 8 Vale shares in Q1 2024, an estimated $127.
  • Bourgeon Capital Management first reported a position in Vale in Q4 2021 and held it in 9 quarters.
  • Bourgeon Capital Management's Vale position peaked at $30K in Q1 2022.
  • 521 funds tracked by Wall St. Rank held Vale as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.