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Custom Portfolio Group’s Vale VALE Stock Holding History

Custom Portfolio Group’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
Q2 		$916 Hold
82
– – ﹤0.01% 232
2024
Q1 		$1K Hold
82
– – ﹤0.01% 234
2023
Q4 		$1.3K Buy
+82
New +$1.18K ﹤0.01% 221

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Custom Portfolio Group's VALE Position: Q2 2024 in Review

Custom Portfolio Group held its Vale (VALE) position steady in Q2 2024 at 82 shares worth $916. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Custom Portfolio Group first reported a position in VALE in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.3K in Q4 2023. 517 funds tracked by Wall St. Rank hold VALE as of Q2 2024.

  • Custom Portfolio Group held 82 shares of Vale worth $916 as of Q2 2024.
  • Custom Portfolio Group left its Vale share count unchanged in Q2 2024.
  • Vale made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #232 holding.
  • Custom Portfolio Group first reported a position in Vale in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Vale position peaked at $1.3K in Q4 2023.
  • 517 funds tracked by Wall St. Rank held Vale as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.