Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Vale VALE Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-10,579
Closed -$93.8K – 1774
2024
Q4 		$93.8K Buy
+10,579
New +$108K ﹤0.01% 1715
2024
Q3 		– Sell
-12,671
Closed -$142K – 1747
2024
Q2 		$142K Sell
12,671
-9,054
-42% -$109K ﹤0.01% 1605
2024
Q1 		$265K Sell
21,725
-1,045
-5% -$14.1K ﹤0.01% 1426
2023
Q4 		$361K Buy
22,770
+2,707
+13% +$38.8K ﹤0.01% 1199
2023
Q3 		$269K Buy
+20,063
New +$273K ﹤0.01% 1286

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Portfolio Solutions's VALE Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Vale (VALE) in Q1 2025, closing a stake of 10,579 shares — an estimated $93.8K sold.

Envestnet Portfolio Solutions first reported a position in VALE in Q3 2023 and held it in 5 quarters. The position peaked at $361K in Q4 2023. 491 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Vale position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,579 Vale shares in Q1 2025, an estimated $93.8K.
  • Envestnet Portfolio Solutions first reported a position in Vale in Q3 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Vale position peaked at $361K in Q4 2023.
  • 491 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.