D'Orazio & Associates’s Vale VALE Stock Holding History

D'Orazio & 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
2026 Q1	$1.01M	Buy	63,652 +1,149	+2%	+$17.9K	0.13%	61
2025 Q4	$814K	Buy	62,503 +6,694	+12%	+$81.3K	0.1%	75
2025 Q3	$606K	Buy	55,809 +9,264	+20%	+$94.6K	0.08%	92
2025 Q2	$452K	Sell	46,545 -2,262	-5%	-$21.3K	0.06%	115
2025 Q1	$487K	Buy	48,807 +24,286	+99%	+$229K	0.07%	96
2024 Q4	$218K	Sell	24,521 -1,855	-7%	-$18.9K	0.03%	207
2024 Q3	$308K	Buy	26,376 +12,901	+96%	+$138K	0.04%	150
2024 Q2	$151K	Buy	+13,475	New	+$162K	0.02%	199
2021 Q4	–	Sell	-2,198	Closed	-$31K	–	679
2021 Q3	$31K	Buy	+2,198	New	+$43.1K	0.01%	282

Other funds holding VALE

Capital World Investors

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

BlackRock New York $5.7T 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 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 $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