Jefferies Financial Group’s Vale VALE Stock Holding History

Jefferies Financial Group’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	-130,870	Closed	-$1.16M	–	2023
2024 Q4	$1.16M	Sell	130,870 -167,690	-56%	-$1.71M	0.01%	832
2024 Q3	$3.49M	Buy	+298,560	New	+$3.2M	0.02%	408
2024 Q2	–	Sell	-134,000	Closed	-$1.63M	–	1890
2024 Q1	$1.63M	Buy	134,000 +100,020	+294%	+$1.35M	0.02%	658
2023 Q4	$539K	Buy	33,980 +23,979	+240%	+$344K	﹤0.01%	1187
2023 Q3	$134K	Sell	10,001 -7,499	-43%	-$102K	﹤0.01%	1409
2023 Q2	$235K	Buy	17,500 +2,500	+17%	+$35.4K	﹤0.01%	1384
2023 Q1	$237K	Sell	15,000 -10,000	-40%	-$169K	﹤0.01%	1306
2022 Q4	$424K	Buy	+25,000	New	+$376K	﹤0.01%	1113
2017 Q2	–	Sell	-236,831	Closed	-$2.25M	–	71
2017 Q1	$2.25M	Buy	+236,831	New	+$2.36M	0.18%	31

Other funds holding VALE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jefferies Financial Group's VALE Position: Q1 2025 in Review

Jefferies Financial Group sold out of Vale (VALE) in Q1 2025, closing a stake of 130,870 shares — an estimated $1.16M sold.

Jefferies Financial Group first reported a position in VALE in Q1 2017 and held it in 9 quarters. The position peaked at $3.49M in Q3 2024. 491 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

Jefferies Financial Group reported no remaining Vale position as of Q1 2025 after selling out during the quarter.
Jefferies Financial Group sold 130,870 Vale shares in Q1 2025, an estimated $1.16M.
Jefferies Financial Group first reported a position in Vale in Q1 2017 and held it in 9 quarters.
Jefferies Financial Group's Vale position peaked at $3.49M in Q3 2024.
491 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.