OneDigital Investment Advisors’s Vale VALE Stock Holding History

OneDigital Investment 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 Q4	–	Sell	-16,683	Closed	-$195K	–	1520
2024 Q3	$195K	Buy	16,683 +6,443	+63%	+$69.1K	﹤0.01%	1368
2024 Q2	$114K	Buy	+10,240	New	+$123K	﹤0.01%	1320
2019 Q3	–	Sell	-1,000	Closed	-$13K	–	1129
2019 Q2	$13K	Hold	1,000	–	–	﹤0.01%	901
2019 Q1	$13K	Hold	1,000	–	–	﹤0.01%	832
2018 Q4	$13K	Hold	1,000	–	–	﹤0.01%	806
2018 Q3	$15K	Hold	1,000	–	–	﹤0.01%	745
2018 Q2	$13K	Hold	1,000	–	–	﹤0.01%	973
2018 Q1	$13K	Sell	1,000 -5,274	-84%	-$69.4K	﹤0.01%	972
2017 Q4	$77K	Buy	+6,274	New	+$66.6K	0.01%	402
2017 Q3	–	Sell	-6,274	Closed	-$55K	–	1167
2017 Q2	$55K	Buy	+6,274	New	+$53.3K	0.02%	446

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OneDigital Investment Advisors's VALE Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Vale (VALE) in Q4 2024, closing a stake of 16,683 shares — an estimated $195K sold.

OneDigital Investment Advisors first reported a position in VALE in Q2 2017 and held it in 10 quarters. The position peaked at $195K in Q3 2024. 498 funds tracked by Wall St. Rank hold VALE as of Q4 2024.

OneDigital Investment Advisors reported no remaining Vale position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 16,683 Vale shares in Q4 2024, an estimated $195K.
OneDigital Investment Advisors first reported a position in Vale in Q2 2017 and held it in 10 quarters.
OneDigital Investment Advisors's Vale position peaked at $195K in Q3 2024.
498 funds tracked by Wall St. Rank held Vale as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.