RIL
VALE icon

Rothschild Investment LLC’s Vale VALE Stock Holding History

Rothschild Investment LLC’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 		$5.33K Hold
335
– – ﹤0.01% 2023
2025
Q4 		$4.37K Hold
335
– – ﹤0.01% 1964
2025
Q3 		$3.64K Hold
335
– – ﹤0.01% 1860
2025
Q2 		$3.25K Hold
335
– – ﹤0.01% 1731
2025
Q1 		$3.34K Hold
335
– – ﹤0.01% 1629
2024
Q4 		$2.97K Hold
335
– – ﹤0.01% 1573
2024
Q3 		$3.91K Hold
335
– – ﹤0.01% 1385
2024
Q2 		$3.74K Hold
335
– – ﹤0.01% 1250
2024
Q1 		$4.08K Hold
335
– – ﹤0.01% 1157
2023
Q4 		$5.31K Buy
+335
New +$4.8K ﹤0.01% 1074
2018
Q2 		– Sell
-24,150
Closed -$307K – 388
2018
Q1 		$307K Buy
+24,150
New +$318K 0.04% 296

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