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Prosperitas Financial’s Vale VALE Stock Holding History

Prosperitas Financial’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
-15,430
Closed -$137K – 71
2024
Q4 		$137K Sell
15,430
-187,950
-92% -$1.91M 0.07% 63
2024
Q3 		$2.38M Buy
203,380
+34,366
+20% +$368K 1.28% 32
2024
Q2 		$1.89M Buy
169,014
+33,880
+25% +$407K 1.15% 36
2024
Q1 		$1.65M Buy
135,134
+24,245
+22% +$327K 1.06% 37
2023
Q4 		$1.76M Buy
110,889
+39,946
+56% +$573K 1.3% 22
2023
Q3 		$951K Buy
+70,943
New +$966K 0.74% 40

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prosperitas Financial's VALE Position: Q1 2025 in Review

Prosperitas Financial sold out of Vale (VALE) in Q1 2025, closing a stake of 15,430 shares — an estimated $137K sold.

Prosperitas Financial first reported a position in VALE in Q3 2023 and held it in 6 quarters. The position peaked at $2.38M in Q3 2024. 491 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

  • Prosperitas Financial reported no remaining Vale position as of Q1 2025 after selling out during the quarter.
  • Prosperitas Financial sold 15,430 Vale shares in Q1 2025, an estimated $137K.
  • Prosperitas Financial first reported a position in Vale in Q3 2023 and held it in 6 quarters.
  • Prosperitas Financial's Vale position peaked at $2.38M in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on Prosperitas Financial's 13F filing for Q1 2025, filed 14 May 2025.