Migdal Insurance & Financial Holdings’s Vale VALE Stock Holding History

Migdal Insurance & Financial Holdings’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	-18,463	Closed	-$184K	–	446
2025 Q1	$184K	Buy	+18,463	New	+$174K	﹤0.01%	223
2020 Q3	–	Sell	-6,000	Closed	-$62K	–	780
2020 Q2	$62K	Buy	6,000 +2,000	+50%	+$18.3K	﹤0.01%	495
2020 Q1	$33K	Hold	4,000	–	–	﹤0.01%	537
2019 Q4	$53K	Hold	4,000	–	–	﹤0.01%	626
2019 Q3	$46K	Hold	4,000	–	–	﹤0.01%	611
2019 Q2	$54K	Hold	4,000	–	–	﹤0.01%	608
2019 Q1	$52K	Sell	4,000 -8,000	-67%	-$103K	﹤0.01%	565
2018 Q4	$158K	Hold	12,000	–	–	﹤0.01%	405
2018 Q3	$178K	Sell	12,000 -3,000	-20%	-$40.5K	﹤0.01%	534
2018 Q2	$192K	Sell	15,000 -2,000	-12%	-$27.3K	﹤0.01%	441
2018 Q1	$216K	Buy	17,000 +6,000	+55%	+$79K	0.01%	350
2017 Q4	$135K	Buy	11,000 +6,414	+140%	+$68.1K	﹤0.01%	353
2017 Q3	$55K	Sell	4,586 -8,414	-65%	-$84.6K	﹤0.01%	431
2017 Q2	$114K	Sell	13,000 -33,000	-72%	-$280K	﹤0.01%	334
2017 Q1	$439K	Buy	46,000 +4,000	+10%	+$39.8K	0.01%	249
2016 Q4	$332K	Buy	+42,000	New	+$308K	0.01%	229

Other funds holding VALE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

OAG

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

Migdal Insurance & Financial Holdings's VALE Position: Q2 2025 in Review

Migdal Insurance & Financial Holdings sold out of Vale (VALE) in Q2 2025, closing a stake of 18,463 shares — an estimated $184K sold.

Migdal Insurance & Financial Holdings first reported a position in VALE in Q4 2016 and held it in 16 quarters. The position peaked at $439K in Q1 2017. 474 funds tracked by Wall St. Rank hold VALE as of Q2 2025.

Migdal Insurance & Financial Holdings reported no remaining Vale position as of Q2 2025 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 18,463 Vale shares in Q2 2025, an estimated $184K.
Migdal Insurance & Financial Holdings first reported a position in Vale in Q4 2016 and held it in 16 quarters.
Migdal Insurance & Financial Holdings's Vale position peaked at $439K in Q1 2017.
474 funds tracked by Wall St. Rank held Vale as of Q2 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.