Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vale VALE Stock Holding History

Kovitz Investment Group 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
2024
Q4 		– Sell
-52,554
Closed -$593K – 1259
2024
Q3 		$593K Buy
52,554
+613
+1% +$6.57K ﹤0.01% 725
2024
Q2 		$580K Buy
+51,941
New +$625K 0.01% 630

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Kovitz Investment Group Partners's VALE Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of Vale (VALE) in Q4 2024, closing a stake of 52,554 shares — an estimated $593K sold.

Kovitz Investment Group Partners first reported a position in VALE in Q2 2024 and held it in 2 quarters. The position peaked at $593K in Q3 2024. 500 funds tracked by Wall St. Rank hold VALE as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining Vale position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 52,554 Vale shares in Q4 2024, an estimated $593K.
  • Kovitz Investment Group Partners first reported a position in Vale in Q2 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Vale position peaked at $593K in Q3 2024.
  • 500 funds tracked by Wall St. Rank held Vale as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.