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HeadInvest LLC’s Vale VALE Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-385
Closed -$5.09K – 675
2023
Q3 		$5.09K Buy
+385
New +$5.24K ﹤0.01% 623
2015
Q3 		– Sell
-22,040
Closed -$130K – 121
2015
Q2 		$130K Sell
22,040
-2,590
-11% -$17.3K 0.05% 117
2015
Q1 		$139K Sell
24,630
-3,805
-13% -$27.6K 0.05% 117
2014
Q4 		$233K Sell
28,435
-8,390
-23% -$78.5K 0.09% 97
2014
Q3 		$372K Sell
36,825
-2,990
-8% -$39.9K 0.15% 84
2014
Q2 		$527K Buy
39,815
+935
+2% +$12.6K 0.21% 71
2014
Q1 		$538K Sell
38,880
-7,420
-16% -$101K 0.23% 67
2013
Q4 		$706K Sell
46,300
-21,773
-32% -$339K 0.3% 60
2013
Q3 		$1.06M Sell
68,073
-4,365
-6% -$64.6K 0.46% 48
2013
Q2 		$953K Buy
+72,438
New +$1.14M 0.42% 52

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $5.7T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return