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Longfellow Investment Management’s Vale VALE Stock Holding History

Longfellow Investment Management’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 		$1.88M Sell
117,982
-121,448
-51% -$1.9M 0.39% 50
2025
Q4 		$3.12M Sell
239,430
-36,655
-13% -$445K 0.7% 18
2025
Q3 		$3M Hold
276,085
– – 0.71% 22
2025
Q2 		$2.68M Hold
276,085
– – 0.66% 21
2025
Q1 		$2.76M Buy
276,085
+89,307
+48% +$844K 0.67% 19
2024
Q4 		$1.66M Hold
186,778
– – 0.43% 28
2024
Q3 		$2.18M Hold
186,778
– – 0.55% 23
2024
Q2 		$2.09M Hold
186,778
– – 0.52% 25
2024
Q1 		$2.28M Hold
186,778
– – 0.51% 22
2023
Q4 		$2.96M Hold
186,778
– – 0.73% 20
2023
Q3 		$2.5M Buy
186,778
+25,303
+16% +$344K 0.66% 21
2023
Q2 		$2.17M Hold
161,475
– – 0.5% 27
2023
Q1 		$2.55M Hold
161,475
– – 0.58% 16
2022
Q4 		$2.74M Hold
161,475
– – 0.62% 19
2022
Q3 		$2.15M Sell
161,475
-40,957
-20% -$539K 0.44% 48
2022
Q2 		$2.96M Buy
202,432
+56,306
+39% +$962K 0.64% 15
2022
Q1 		$2.92M Buy
+146,126
New +$2.53M 0.47% 52
2021
Q3 		– Sell
-71,767
Closed -$1.64M – 446
2021
Q2 		$1.64M Hold
71,767
– – 0.23% 95
2021
Q1 		$1.25M Buy
+71,767
New +$1.25M 0.15% 152

Other funds holding VALE

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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
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
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