McIlrath & Eck’s Vale VALE Stock Holding History

McIlrath & Eck’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
2025 Q2	–	Sell	-4,507	Closed	-$45K	–	972
2025 Q1	$45K	Hold	4,507	–	–	0.01%	337
2024 Q4	$40K	Buy	4,507 +400	+10%	+$4.07K	0.01%	365
2024 Q3	$48K	Hold	4,107	–	–	0.01%	316
2024 Q2	$45.9K	Hold	4,107	–	–	0.01%	282
2024 Q1	$50.1K	Buy	4,107 +1,624	+65%	+$21.9K	0.01%	274
2023 Q4	$39.4K	Sell	2,483 -1,624	-40%	-$23.3K	0.01%	293
2023 Q3	$55K	Hold	4,107	–	–	0.01%	239
2023 Q2	$55.1K	Hold	4,107	–	–	0.01%	238
2023 Q1	$64.8K	Hold	4,107	–	–	0.02%	209
2022 Q4	$69.7K	Hold	4,107	–	–	0.02%	197
2022 Q3	$55K	Hold	4,107	–	–	0.02%	224
2022 Q2	$60K	Hold	4,107	–	–	0.02%	207
2022 Q1	$82K	Hold	4,107	–	–	0.02%	175
2021 Q4	$58K	Sell	4,107 -23	-0.6%	-$306	0.02%	224
2021 Q3	$58K	Sell	4,130 -859	-17%	-$16.9K	0.02%	211
2021 Q2	$114K	Buy	+4,989	New	+$104K	0.03%	143

Other funds holding VALE

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

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

Capital International Investors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return