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Cape Investment Advisory’s Vale VALE Stock Holding History

Cape Investment Advisory’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
-670
Closed -$8.73K – 1160
2025
Q4 		$8.73K Buy
670
+317
+90% +$3.85K ﹤0.01% 782
2025
Q3 		$3.83K Sell
353
-369
-51% -$3.77K ﹤0.01% 569
2025
Q2 		$7.01K Buy
722
+212
+42% +$2K ﹤0.01% 696
2025
Q1 		$5.09K Hold
510
– – ﹤0.01% 741
2024
Q4 		$4.52K Buy
+510
New +$5.19K ﹤0.01% 762
2024
Q1 		– Sell
-3,239
Closed -$51.4K – 1170
2023
Q4 		$51.4K Buy
3,239
+3,220
+16,947% +$46.2K 0.03% 346
2023
Q3 		$255 Hold
19
– – ﹤0.01% 894
2023
Q2 		$255 Buy
+19
New +$269 ﹤0.01% 875

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 $5.7T 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 $761B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B 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