PHS
VALE icon

Pekin Hardy Strauss’s Vale VALE Stock Holding History

Pekin Hardy Strauss’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
2026
Q1 		$1.32M Buy
83,140
+4,451
+6% +$69.5K 0.14% 177
2025
Q4 		$1.03M Buy
78,689
+4,210
+6% +$51.1K 0.09% 193
2025
Q3 		$809K Sell
74,479
-10,401
-12% -$106K 0.08% 208
2025
Q2 		$824K Sell
84,880
-2,784
-3% -$26.2K 0.09% 193
2025
Q1 		$875K Buy
87,664
+38,650
+79% +$365K 0.11% 176
2024
Q4 		$435K Buy
49,014
+32,349
+194% +$329K 0.06% 265
2024
Q3 		$195K Buy
16,665
+250
+2% +$2.68K 0.02% 322
2024
Q2 		$183K Sell
16,415
-5,800
-26% -$69.7K 0.03% 307
2024
Q1 		$271K Buy
22,215
+650
+3% +$8.77K 0.04% 280
2023
Q4 		$342K Sell
21,565
-8,000
-27% -$115K 0.05% 239
2023
Q3 		$396K Buy
29,565
+3,000
+11% +$40.8K 0.06% 211
2023
Q2 		$357K Sell
26,565
-1,700
-6% -$24.1K 0.06% 220
2023
Q1 		$446K Sell
28,265
-2,225
-7% -$37.7K 0.07% 204
2022
Q4 		$517K Sell
30,490
-1,500
-5% -$22.5K 0.08% 192
2022
Q3 		$426K Buy
31,990
+2,500
+8% +$32.9K 0.07% 199
2022
Q2 		$431K Buy
29,490
+4,900
+20% +$83.7K 0.07% 215
2022
Q1 		$492K Buy
+24,590
New +$426K 0.07% 222

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return