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Mutual Advisors’s Vale VALE Stock Holding History

Mutual 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
2025
Q1 		– Sell
-23,184
Closed -$203K – 1168
2024
Q4 		$203K Buy
23,184
+4,449
+24% +$45.3K 0.01% 1025
2024
Q3 		$197K Buy
+18,735
New +$201K 0.01% 1047
2023
Q4 		– Sell
-11,845
Closed -$159K – 1080
2023
Q3 		$159K Sell
11,845
-1,947
-14% -$26.5K 0.01% 936
2023
Q2 		$185K Buy
+13,792
New +$195K 0.01% 953
2022
Q3 		– Sell
-18,334
Closed -$268K – 950
2022
Q2 		$268K Buy
18,334
+3,248
+22% +$55.5K 0.02% 710
2022
Q1 		$302K Sell
15,086
-2,895
-16% -$50.1K 0.02% 715
2021
Q4 		$252K Buy
+17,981
New +$239K 0.01% 786

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mutual Advisors's VALE Position: Q1 2025 in Review

Mutual Advisors sold out of Vale (VALE) in Q1 2025, closing a stake of 23,184 shares — an estimated $203K sold.

Mutual Advisors first reported a position in VALE in Q4 2021 and held it in 7 quarters. The position peaked at $302K in Q1 2022. 491 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

  • Mutual Advisors reported no remaining Vale position as of Q1 2025 after selling out during the quarter.
  • Mutual Advisors sold 23,184 Vale shares in Q1 2025, an estimated $203K.
  • Mutual Advisors first reported a position in Vale in Q4 2021 and held it in 7 quarters.
  • Mutual Advisors's Vale position peaked at $302K in Q1 2022.
  • 491 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.