Calton & Associates’s Vale VALE Stock Holding History

Calton & Associates’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 Q4	–	Sell	-15,025	Closed	-$175K	–	280
2024 Q3	$175K	Buy	+15,025	New	+$161K	0.07%	228
2023 Q4	–	Sell	-13,350	Closed	-$179K	–	285
2023 Q3	$179K	Buy	+13,350	New	+$182K	0.26%	89
2018 Q1	–	Sell	-2,100	Closed	-$26K	–	1221
2017 Q4	$26K	Buy	+2,100	New	+$22.3K	0.01%	842

Other funds holding VALE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Calton & Associates's VALE Position: Q4 2024 in Review

Calton & Associates sold out of Vale (VALE) in Q4 2024, closing a stake of 15,025 shares — an estimated $175K sold.

Calton & Associates first reported a position in VALE in Q4 2017 and held it in 3 quarters. The position peaked at $179K in Q3 2023. 500 funds tracked by Wall St. Rank hold VALE as of Q4 2024.

Calton & Associates reported no remaining Vale position as of Q4 2024 after selling out during the quarter.
Calton & Associates sold 15,025 Vale shares in Q4 2024, an estimated $175K.
Calton & Associates first reported a position in Vale in Q4 2017 and held it in 3 quarters.
Calton & Associates's Vale position peaked at $179K in Q3 2023.
500 funds tracked by Wall St. Rank held Vale as of Q4 2024.

Based on Calton & Associates's 13F filing for Q4 2024, filed 23 Jan 2025.