LeJeune Puetz Investment Counsel’s Vale VALE Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$654K	Buy	41,423 +3,823	+10%	+$64.8K	0.23%	103
2022 Q4	$638K	Buy	37,600 +3,000	+9%	+$45.1K	0.24%	102
2022 Q3	$461K	Buy	34,600 +3,250	+10%	+$42.8K	0.19%	111
2022 Q2	$458K	Buy	31,350 +4,100	+15%	+$70K	0.18%	113
2022 Q1	$544K	Buy	27,250 +17,250	+173%	+$299K	0.19%	112
2021 Q4	$140K	Buy	+10,000	New	+$133K	0.05%	182

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

LeJeune Puetz Investment Counsel's VALE Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Vale (VALE) stake by 10% in Q1 2023, buying an estimated $64.8K and bringing the position to 41,423 shares worth $654K. The position accounts for 0.23% of the portfolio, ranked #103.

LeJeune Puetz Investment Counsel first reported a position in VALE in Q4 2021 and has held it in 6 quarters since. 490 funds tracked by Wall St. Rank hold VALE as of Q1 2023.

LeJeune Puetz Investment Counsel held 41,423 shares of Vale worth $654K as of Q1 2023.
LeJeune Puetz Investment Counsel bought 3,823 Vale shares in Q1 2023, an estimated $64.8K.
Vale made up 0.23% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #103 holding.
LeJeune Puetz Investment Counsel first reported a position in Vale in Q4 2021 and has held it in 6 quarters since.
490 funds tracked by Wall St. Rank held Vale as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.