Envestnet Portfolio Solutions
VALE icon

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return