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Summit Financial’s Vale VALE Stock Holding History

Summit 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
2026
Q1 		$1.36M Sell
85,194
-3,527
-4% -$55.1K 0.02% 678
2025
Q4 		$1.25M Sell
88,721
-2,411
-3% -$29.3K 0.02% 597
2025
Q3 		$990K Buy
91,132
+2,801
+3% +$28.6K 0.02% 662
2025
Q2 		$858K Buy
88,331
+62,297
+239% +$587K 0.02% 445
2025
Q1 		$260K Hold
26,034
– – 0.01% 642
2024
Q4 		$231K Buy
+26,034
New +$265K 0.01% 590
2024
Q3 		– Sell
-12,529
Closed -$140K – 555
2024
Q2 		$140K Buy
12,529
+1,624
+15% +$19.5K 0.01% 481
2024
Q1 		$133K Buy
+10,905
New +$147K 0.01% 378
2023
Q3 		– Sell
-48,020
Closed -$644K – 346
2023
Q2 		$644K Buy
+48,020
New +$680K 0.05% 202

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