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Crescent Grove Advisors’s Vale VALE Stock Holding History

Crescent Grove 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
2025
Q3 		– Sell
-17,049
Closed -$166K – 308
2025
Q2 		$166K Buy
+17,049
New +$161K 0.02% 278
2023
Q1 		– Sell
-23,862
Closed -$405K – 296
2022
Q4 		$405K Buy
+23,862
New +$359K 0.04% 201
2022
Q3 		– Sell
-49,200
Closed -$720K – 277
2022
Q2 		$720K Buy
49,200
+13,748
+39% +$235K 0.08% 131
2022
Q1 		$709K Buy
35,452
+18,452
+109% +$319K 0.07% 148
2021
Q4 		$238K Hold
17,000
– – 0.02% 266
2021
Q3 		$247K Buy
+17,000
New +$333K 0.03% 226

Other funds holding VALE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crescent Grove Advisors's VALE Position: Q3 2025 in Review

Crescent Grove Advisors sold out of Vale (VALE) in Q3 2025, closing a stake of 17,049 shares — an estimated $166K sold.

Crescent Grove Advisors first reported a position in VALE in Q3 2021 and held it in 6 quarters. The position peaked at $720K in Q2 2022. 489 funds tracked by Wall St. Rank hold VALE as of Q3 2025.

  • Crescent Grove Advisors reported no remaining Vale position as of Q3 2025 after selling out during the quarter.
  • Crescent Grove Advisors sold 17,049 Vale shares in Q3 2025, an estimated $166K.
  • Crescent Grove Advisors first reported a position in Vale in Q3 2021 and held it in 6 quarters.
  • Crescent Grove Advisors's Vale position peaked at $720K in Q2 2022.
  • 489 funds tracked by Wall St. Rank held Vale as of Q3 2025.

Based on Crescent Grove Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.