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Edgestream Partners’s Vale VALE Stock Holding History

Edgestream Partners’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
Q2 		– Sell
-15,948
Closed -$159K – 1075
2025
Q1 		$159K Buy
+15,948
New +$151K 0.01% 813
2024
Q1 		– Sell
-12,074
Closed -$191K – 1026
2023
Q4 		$191K Buy
+12,074
New +$173K 0.01% 791
2023
Q2 		– Sell
-118,784
Closed -$1.87M – 927
2023
Q1 		$1.87M Buy
118,784
+95,839
+418% +$1.62M 0.21% 156
2022
Q4 		$389K Sell
22,945
-212,062
-90% -$3.19M 0.04% 402
2022
Q3 		$3.13M Buy
235,007
+190,983
+434% +$2.51M 0.24% 146
2022
Q2 		$644K Buy
+44,024
New +$752K 0.05% 383
2021
Q4 		– Sell
-1,016,286
Closed -$14.2M – 589
2021
Q3 		$14.2M Buy
+1,016,286
New +$19.9M 0.88% 13
2020
Q4 		– Sell
-1,702,605
Closed -$18M – 428
2020
Q3 		$18M Sell
1,702,605
-555,714
-25% -$6.24M 1.16% 15
2020
Q2 		$23.3M Buy
2,258,319
+1,061,299
+89% +$9.71M 1.22% 16
2020
Q1 		$9.92M Sell
1,197,020
-702,331
-37% -$7.65M 0.92% 27
2019
Q4 		$25.1M Buy
1,899,351
+904,556
+91% +$10.9M 1.3% 16
2019
Q3 		$11.4M Buy
994,795
+606,302
+156% +$7.35M 1.09% 24
2019
Q2 		$5.22M Buy
388,493
+74,450
+24% +$955K 0.59% 57
2019
Q1 		$4.1M Buy
+314,043
New +$4.06M 0.6% 55

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GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return