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Meridian Wealth Management’s Vale VALE Stock Holding History

Meridian Wealth 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
2022
Q3 		– Sell
-345,611
Closed -$5.06M – 567
2022
Q2 		$5.06M Buy
+345,611
New +$5.9M 0.41% 55
2017
Q2 		– Sell
-69,290
Closed -$658K – 182
2017
Q1 		$658K Buy
69,290
+42,550
+159% +$423K 0.39% 59
2016
Q4 		$276K Buy
+26,740
New +$196K 0.22% 98

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Meridian Wealth Management's VALE Position: Q3 2022 in Review

Meridian Wealth Management sold out of Vale (VALE) in Q3 2022, closing a stake of 345,611 shares — an estimated $5.06M sold.

Meridian Wealth Management first reported a position in VALE in Q4 2016 and held it in 3 quarters. The position peaked at $5.06M in Q2 2022. 464 funds tracked by Wall St. Rank hold VALE as of Q3 2022.

  • Meridian Wealth Management reported no remaining Vale position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 345,611 Vale shares in Q3 2022, an estimated $5.06M.
  • Meridian Wealth Management first reported a position in Vale in Q4 2016 and held it in 3 quarters.
  • Meridian Wealth Management's Vale position peaked at $5.06M in Q2 2022.
  • 464 funds tracked by Wall St. Rank held Vale as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.