Operose Advisors’s Vale VALE Stock Holding History

Operose 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
2023 Q4	–	Sell	-1,800	Closed	-$24.1K	–	728
2023 Q3	$24.1K	Buy	+1,800	New	+$24.5K	0.01%	440

Other funds holding VALE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Operose Advisors's VALE Position: Q4 2023 in Review

Operose Advisors sold out of Vale (VALE) in Q4 2023, closing a stake of 1,800 shares — an estimated $24.1K sold.

Operose Advisors first reported a position in VALE in Q3 2023 and held it in 1 quarter. The position peaked at $24.1K in Q3 2023. 517 funds tracked by Wall St. Rank hold VALE as of Q4 2023.

Operose Advisors reported no remaining Vale position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 1,800 Vale shares in Q4 2023, an estimated $24.1K.
Operose Advisors first reported a position in Vale in Q3 2023 and held it in 1 quarter.
Operose Advisors's Vale position peaked at $24.1K in Q3 2023.
517 funds tracked by Wall St. Rank held Vale as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.