HIA
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Harbor Investment Advisory’s Vale VALE Stock Holding History

Harbor Investment Advisory’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
2023
Q3 		– Sell
-11,694
Closed -$157K – 1345
2023
Q2 		$157K Sell
11,694
-213
-2% -$3.02K 0.02% 392
2023
Q1 		$188K Buy
11,907
+381
+3% +$6.45K 0.03% 360
2022
Q4 		$196K Buy
11,526
+298
+3% +$4.48K 0.03% 346
2022
Q3 		$150K Hold
11,228
– – 0.02% 381
2022
Q2 		$164K Sell
11,228
-3,704
-25% -$63.3K 0.03% 372
2022
Q1 		$298K Hold
14,932
– – 0.04% 290
2021
Q4 		$209K Sell
14,932
-1,062
-7% -$14.1K 0.03% 369
2021
Q3 		$223K Hold
15,994
– – 0.03% 348
2021
Q2 		$365K Hold
15,994
– – 0.05% 273
2021
Q1 		$278K Buy
15,994
+5,199
+48% +$90.8K 0.04% 285
2020
Q4 		$181K Hold
10,795
– – 0.03% 331
2020
Q3 		$114K Hold
10,795
– – 0.02% 362
2020
Q2 		$111K Sell
10,795
-2,466
-19% -$22.6K 0.02% 341
2020
Q1 		$110K Buy
13,261
+13,252
+147,244% +$144K 0.03% 301
2019
Q4 		$0 Buy
+9
New +$108 ﹤0.01% 988

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return