MAI Capital Management’s Vale VALE Stock Holding History

MAI Capital 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	$481K	Buy	30,213 +5,515	+22%	+$86.1K	﹤0.01%	1042
2025 Q4	$322K	Buy	24,698 +1,212	+5%	+$14.7K	﹤0.01%	1123
2025 Q3	$255K	Sell	23,486 -2,247	-9%	-$22.9K	﹤0.01%	1172
2025 Q2	$250K	Buy	25,733 +2,136	+9%	+$20.1K	﹤0.01%	1084
2025 Q1	$235K	Buy	23,597 +1,155	+5%	+$10.9K	﹤0.01%	1062
2024 Q4	$199K	Buy	22,442 +546	+2%	+$5.56K	﹤0.01%	1148
2024 Q3	$256K	Sell	21,896 -44,330	-67%	-$475K	﹤0.01%	926
2024 Q2	$740K	Buy	66,226 +5,958	+10%	+$71.6K	0.01%	680
2024 Q1	$735K	Buy	60,268 +8,695	+17%	+$117K	0.01%	677
2023 Q4	$818K	Buy	51,573 +11,366	+28%	+$163K	0.01%	531
2023 Q3	$539K	Buy	40,207 +4,226	+12%	+$57.5K	0.01%	617
2023 Q2	$483K	Sell	35,981 -5,099	-12%	-$72.2K	0.01%	651
2023 Q1	$648K	Buy	41,080 +3,981	+11%	+$67.4K	0.01%	548
2022 Q4	$630K	Buy	37,099 +24,721	+200%	+$372K	0.01%	543
2022 Q3	$165K	Buy	+12,378	New	+$163K	﹤0.01%	857

Other funds holding VALE

Capital World Investors

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

BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B 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