Cravens & Co Advisors’s Vale VALE Stock Holding History

Cravens & Co 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
2026 Q1	$322K	Buy	20,215 +13	+0.1%	+$203	0.21%	56
2025 Q4	$285K	Sell	20,202 -89	-0.4%	-$1.08K	0.19%	56
2025 Q3	$220K	Sell	20,291 -239	-1%	-$2.44K	0.15%	54
2025 Q2	$199K	Buy	20,530 +376	+2%	+$3.54K	0.15%	53
2025 Q1	$201K	Buy	+20,154	New	+$190K	0.16%	54
2024 Q4	–	Sell	-20,073	Closed	-$234K	–	66
2024 Q3	$234K	Sell	20,073 -2,543	-11%	-$27.3K	0.18%	58
2024 Q2	$253K	Sell	22,616 -1,034	-4%	-$12.4K	0.19%	61
2024 Q1	$288K	Sell	23,650 -594	-2%	-$8.02K	0.24%	63
2023 Q4	$385K	Sell	24,244 -887	-4%	-$12.7K	0.33%	50
2023 Q3	$337K	Sell	25,131 -317	-1%	-$4.32K	0.32%	56
2023 Q2	$342K	Sell	25,448 -135	-0.5%	-$1.91K	0.31%	54
2023 Q1	$404K	Buy	25,583 +191	+0.8%	+$3.23K	0.38%	47
2022 Q4	$431K	Buy	+25,392	New	+$382K	0.4%	49

Other funds holding VALE

Capital World Investors

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

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 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 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