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Mudita Advisors’s Vale VALE Stock Holding History

Mudita Advisors’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
2024
Q3 		– Sell
-234,100
Closed -$2.61M – 19
2024
Q2 		$2.61M Hold
234,100
– – 1.34% 16
2024
Q1 		$2.85M Hold
234,100
– – 1.7% 15
2023
Q4 		$3.71M Buy
234,100
+40,000
+21% +$573K 2.58% 12
2023
Q3 		$2.6M Hold
194,100
– – 1.9% 17
2023
Q2 		$2.6M Hold
194,100
– – 1.99% 16
2023
Q1 		$3.06M Hold
194,100
– – 2.74% 12
2022
Q4 		$3.29M Sell
194,100
-206,100
-51% -$3.1M 2.87% 12
2022
Q3 		$5.33M Hold
400,200
– – 4.95% 8
2022
Q2 		$5.86M Buy
400,200
+200
+0.1% +$3.42K 4.71% 9
2022
Q1 		$8M Buy
400,000
+110,000
+38% +$1.9M 5.35% 9
2021
Q4 		$4.07M Buy
+290,000
New +$3.85M 3.67% 11

Other funds holding VALE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mudita Advisors's VALE Position: Q3 2024 in Review

Mudita Advisors sold out of Vale (VALE) in Q3 2024, closing a stake of 234,100 shares — an estimated $2.61M sold.

Mudita Advisors first reported a position in VALE in Q4 2021 and held it in 11 quarters. The position peaked at $8M in Q1 2022. 509 funds tracked by Wall St. Rank hold VALE as of Q3 2024.

  • Mudita Advisors reported no remaining Vale position as of Q3 2024 after selling out during the quarter.
  • Mudita Advisors sold 234,100 Vale shares in Q3 2024, an estimated $2.61M.
  • Mudita Advisors first reported a position in Vale in Q4 2021 and held it in 11 quarters.
  • Mudita Advisors's Vale position peaked at $8M in Q1 2022.
  • 509 funds tracked by Wall St. Rank held Vale as of Q3 2024.

Based on Mudita Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.