Peapack-Gladstone Financial Corp’s Vale VALE Stock Holding History

Peapack-Gladstone Financial Corp’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	-30,922	Closed	-$274K	–	726
2024 Q4	$274K	Sell	30,922 -3,446	-10%	-$35.1K	﹤0.01%	585
2024 Q3	$401K	Sell	34,368 -5,859	-15%	-$62.8K	0.01%	527
2024 Q2	$449K	Sell	40,227 -6,780	-14%	-$81.5K	0.01%	490
2024 Q1	$573K	Sell	47,007 -16,854	-26%	-$228K	0.01%	467
2023 Q4	$1.01M	Sell	63,861 -3,195	-5%	-$45.8K	0.02%	390
2023 Q3	$899K	Buy	+67,056	New	+$913K	0.02%	399
2022 Q4	–	Sell	-80,824	Closed	-$1.08M	–	704
2022 Q3	$1.08M	Buy	80,824 +903	+1%	+$11.9K	0.02%	358
2022 Q2	$1.17M	Buy	79,921 +3,249	+4%	+$55.5K	0.03%	334
2022 Q1	$1.53M	Sell	76,672 -4,691	-6%	-$81.2K	0.03%	320
2021 Q4	$1.14M	Buy	81,363 +10,110	+14%	+$134K	0.02%	366
2021 Q3	$994K	Buy	+71,253	New	+$1.4M	0.02%	371

Other funds holding VALE

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

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

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Peapack-Gladstone Financial Corp's VALE Position: Q1 2025 in Review

Peapack-Gladstone Financial Corp sold out of Vale (VALE) in Q1 2025, closing a stake of 30,922 shares — an estimated $274K sold.

Peapack-Gladstone Financial Corp first reported a position in VALE in Q3 2021 and held it in 11 quarters. The position peaked at $1.53M in Q1 2022. 491 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

Peapack-Gladstone Financial Corp reported no remaining Vale position as of Q1 2025 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 30,922 Vale shares in Q1 2025, an estimated $274K.
Peapack-Gladstone Financial Corp first reported a position in Vale in Q3 2021 and held it in 11 quarters.
Peapack-Gladstone Financial Corp's Vale position peaked at $1.53M in Q1 2022.
491 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2025, filed 12 May 2025.