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Harel Insurance Investments & Financial Services’s Vale VALE Stock Holding History

Harel Insurance Investments & Financial Services’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
Q2 		– Sell
-3,400
Closed -$54K – 796
2023
Q1 		$54K Sell
3,400
-2,300
-40% -$39K ﹤0.01% 476
2022
Q4 		$96K Sell
5,700
-1,800
-24% -$27.1K ﹤0.01% 369
2022
Q3 		$95K Buy
7,500
+1,500
+25% +$19.7K ﹤0.01% 389
2022
Q2 		$88K Sell
6,000
-3,000
-33% -$51.2K ﹤0.01% 425
2022
Q1 		$180K Sell
9,000
-6,400
-42% -$111K ﹤0.01% 360
2021
Q4 		$217K Sell
15,400
-24,600
-62% -$327K ﹤0.01% 384
2021
Q3 		$558K Buy
40,000
+5,000
+14% +$98.1K 0.01% 222
2021
Q2 		$2.6M Buy
35,000
+5,000
+17% +$105K 0.06% 168
2021
Q1 		$1.74M Buy
30,000
+25,000
+500% +$436K 0.03% 266
2020
Q4 		$270K Buy
5,000
+170
+4% +$2.27K 0.01% 455
2020
Q3 		$51K Buy
+4,830
New +$54.2K ﹤0.01% 457
2019
Q1 		– Sell
-10,000
Closed -$132K – 512
2018
Q4 		$132K Buy
+10,000
New +$143K 0.01% 211
2018
Q3 		– Sell
-10,677
Closed -$137K – 516
2018
Q2 		$137K Sell
10,677
-4,200
-28% -$57.4K 0.01% 225
2018
Q1 		$190K Sell
14,877
-29,650
-67% -$390K 0.01% 212
2017
Q4 		$545K Sell
44,527
-43,980
-50% -$467K 0.03% 125
2017
Q3 		$891K Buy
88,507
+49,751
+128% +$500K 0.07% 70
2017
Q2 		$328K Buy
38,756
+11,000
+40% +$93.5K 0.03% 136
2017
Q1 		$253K Buy
27,756
+3,900
+16% +$38.8K 0.02% 141
2016
Q4 		$182K Sell
23,856
-3,500
-13% -$25.6K 0.03% 118
2016
Q3 		$150K Sell
27,356
-500
-2% -$2.74K 0.02% 135
2016
Q2 		$137K Buy
+27,856
New +$130K 0.02% 207
2016
Q1 		– Sell
-28,956
Closed -$90K – 146
2015
Q4 		$95K Buy
+28,956
New +$116K 0.01% 148

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harel Insurance Investments & Financial Services's VALE Position: Q2 2023 in Review

Harel Insurance Investments & Financial Services sold out of Vale (VALE) in Q2 2023, closing a stake of 3,400 shares — an estimated $54K sold.

Harel Insurance Investments & Financial Services first reported a position in VALE in Q4 2015 and held it in 22 quarters. The position peaked at $2.6M in Q2 2021. 466 funds tracked by Wall St. Rank hold VALE as of Q2 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Vale position as of Q2 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 3,400 Vale shares in Q2 2023, an estimated $54K.
  • Harel Insurance Investments & Financial Services first reported a position in Vale in Q4 2015 and held it in 22 quarters.
  • Harel Insurance Investments & Financial Services's Vale position peaked at $2.6M in Q2 2021.
  • 466 funds tracked by Wall St. Rank held Vale as of Q2 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2023, filed 17 Jul 2023.