HUB Investment Partners’s Vale VALE Stock Holding History

HUB Investment Partners’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
2026 Q1	$801K	Sell	50,317 -1,462	-3%	-$22.8K	0.02%	416
2025 Q4	$675K	Buy	+51,779	New	+$629K	0.02%	397
2025 Q3	–	Sell	-64,009	Closed	-$622K	–	936
2025 Q2	$622K	Sell	64,009 -2,619	-4%	-$24.7K	0.02%	332
2025 Q1	$665K	Sell	66,628 -26,682	-29%	-$252K	0.03%	288
2024 Q4	$828K	Sell	93,310 -86,997	-48%	-$885K	0.03%	235
2024 Q3	$2.11M	Buy	180,307 +6,075	+3%	+$65.1K	0.09%	150
2024 Q2	$1.95M	Buy	174,232 +134,708	+341%	+$1.62M	0.09%	156
2024 Q1	$482K	Buy	+39,524	New	+$534K	0.03%	282

Other funds holding VALE

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return