SG
VALE icon

Swarthmore Group’s Vale VALE Stock Holding History

Swarthmore Group’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
2015
Q4 		– Sell
-10,425
Closed -$44K – 55
2015
Q3 		$44K Hold
10,425
– – ﹤0.01% 47
2015
Q2 		$61K Hold
10,425
– – 0.01% 49
2015
Q1 		$59K Sell
10,425
-4,225
-29% -$30.6K 0.01% 51
2014
Q4 		$120K Hold
14,650
– – 0.01% 51
2014
Q3 		$161K Buy
14,650
+2,775
+23% +$37.1K 0.01% 58
2014
Q2 		$157K Sell
11,875
-875
-7% -$11.8K 0.02% 60
2014
Q1 		$176K Sell
12,750
-1,650
-11% -$22.5K 0.02% 51
2013
Q4 		$220K Buy
14,400
+2,150
+18% +$33.4K 0.03% 50
2013
Q3 		$191K Buy
12,250
+450
+4% +$6.66K 0.02% 46
2013
Q2 		$155K Buy
+11,800
New +$185K 0.02% 51

Other funds holding VALE

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return