Southland Equity Partners’s Vale VALE Stock Holding History

Southland Equity Partners’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
2023 Q1	–	Sell	-17,703	Closed	-$300K	–	181
2022 Q4	$300K	Buy	17,703 +5,906	+50%	+$88.8K	0.12%	122
2022 Q3	$157K	Buy	+11,797	New	+$155K	0.08%	158

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Southland Equity Partners's VALE Position: Q1 2023 in Review

Southland Equity Partners sold out of Vale (VALE) in Q1 2023, closing a stake of 17,703 shares — an estimated $300K sold.

Southland Equity Partners first reported a position in VALE in Q3 2022 and held it in 2 quarters. The position peaked at $300K in Q4 2022. 489 funds tracked by Wall St. Rank hold VALE as of Q1 2023.

Southland Equity Partners reported no remaining Vale position as of Q1 2023 after selling out during the quarter.
Southland Equity Partners sold 17,703 Vale shares in Q1 2023, an estimated $300K.
Southland Equity Partners first reported a position in Vale in Q3 2022 and held it in 2 quarters.
Southland Equity Partners's Vale position peaked at $300K in Q4 2022.
489 funds tracked by Wall St. Rank held Vale as of Q1 2023.

Based on Southland Equity Partners's 13F filing for Q1 2023, filed 2 Jan 2024.