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Marietta Investment Partners’s Vale VALE Stock Holding History

Marietta Investment 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
2023
Q2 		– Sell
-247,985
Closed -$3.91M – 172
2023
Q1 		$3.91M Buy
247,985
+97,250
+65% +$1.65M 1.09% 30
2022
Q4 		$2.56M Buy
+150,735
New +$2.27M 0.72% 36

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marietta Investment Partners's VALE Position: Q2 2023 in Review

Marietta Investment Partners sold out of Vale (VALE) in Q2 2023, closing a stake of 247,985 shares — an estimated $3.91M sold.

Marietta Investment Partners first reported a position in VALE in Q4 2022 and held it in 2 quarters. The position peaked at $3.91M in Q1 2023. 466 funds tracked by Wall St. Rank hold VALE as of Q2 2023.

  • Marietta Investment Partners reported no remaining Vale position as of Q2 2023 after selling out during the quarter.
  • Marietta Investment Partners sold 247,985 Vale shares in Q2 2023, an estimated $3.91M.
  • Marietta Investment Partners first reported a position in Vale in Q4 2022 and held it in 2 quarters.
  • Marietta Investment Partners's Vale position peaked at $3.91M in Q1 2023.
  • 466 funds tracked by Wall St. Rank held Vale as of Q2 2023.

Based on Marietta Investment Partners's 13F filing for Q2 2023, filed 14 Aug 2023.