SimplyRich’s Vale VALE Stock Holding History

SimplyRich’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	$506K	Buy	31,852 +6	+0%	+$94	0.13%	151
2025 Q4	$414K	Buy	31,846 +29	+0.1%	+$352	0.11%	150
2025 Q3	$345K	Buy	+31,817	New	+$325K	0.09%	168
2025 Q2	–	Sell	-22,719	Closed	-$226K	–	223
2025 Q1	$226K	Buy	+22,719	New	+$215K	0.07%	205
2024 Q4	–	Sell	-23,858	Closed	-$278K	–	230
2024 Q3	$278K	Buy	+23,858	New	+$256K	0.08%	190
2024 Q1	–	Sell	-32,173	Closed	-$510K	–	183
2023 Q4	$510K	Buy	32,173 +16,513	+105%	+$237K	0.18%	109
2023 Q3	$209K	Sell	15,660 -2,194	-12%	-$29.9K	0.1%	140
2023 Q2	$239K	Buy	17,854 +141	+0.8%	+$2K	0.09%	161
2023 Q1	$279K	Buy	17,713 +196	+1%	+$3.32K	0.1%	149
2022 Q4	$297K	Buy	+17,517	New	+$263K	0.12%	141

Other funds holding VALE

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T 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 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 New York $871B AUM 31.28% 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 $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