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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
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