Sunbelt Securities’s Vale VALE Stock Holding History

Sunbelt Securities’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	$3.98K	Hold	250	–	–	﹤0.01%	1738
2025 Q4	$3.26K	Hold	250	–	–	﹤0.01%	1744
2025 Q3	$2.71K	Sell	250 -100	-29%	-$1.02K	﹤0.01%	1782
2025 Q2	$3.1K	Hold	350	–	–	﹤0.01%	1532
2025 Q1	$3.49K	Hold	350	–	–	﹤0.01%	1490
2024 Q4	$3.1K	Hold	350	–	–	﹤0.01%	1533
2024 Q3	$4.09K	Hold	350	–	–	﹤0.01%	1486
2024 Q2	$3.91K	Hold	350	–	–	﹤0.01%	1439
2024 Q1	$4.27K	Hold	350	–	–	﹤0.01%	1393
2023 Q4	$5.55K	Hold	350	–	–	﹤0.01%	1289
2023 Q3	$4.69K	Hold	350	–	–	﹤0.01%	1326
2023 Q2	$4.7K	Sell	350 -1,400	-80%	-$19.8K	﹤0.01%	1336
2023 Q1	$27.9K	Buy	+1,750	New	+$29.6K	﹤0.01%	872

Other funds holding VALE

Capital World Investors

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

BlackRock New York $5.7T 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 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 $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