MA
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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 – 1169
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return