SP
VALE icon

Symmetry Partners’s Vale VALE Stock Holding History

Symmetry 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
Q4 		– Sell
-22,906
Closed -$307K – 558
2023
Q3 		$307K Sell
22,906
-6,383
-22% -$86.9K 0.02% 427
2023
Q2 		$393K Sell
29,289
-1,114
-4% -$15.8K 0.02% 402
2023
Q1 		$480K Sell
30,403
-9,823
-24% -$166K 0.03% 334
2022
Q4 		$683K Buy
40,226
+10,937
+37% +$164K 0.04% 242
2022
Q3 		$390K Sell
29,289
-72,217
-71% -$950K 0.03% 367
2022
Q2 		$1.49M Hold
101,506
– – 0.1% 109
2022
Q1 		$2.03M Sell
101,506
-3,161
-3% -$54.7K 0.13% 92
2021
Q4 		$1.47M Buy
104,667
+15,870
+18% +$211K 0.09% 139
2021
Q3 		$1.22M Buy
88,797
+27,416
+45% +$538K 0.08% 174
2021
Q2 		$1.4M Buy
+61,381
New +$1.28M 0.09% 157
2020
Q2 		– Sell
-15,673
Closed -$130K – 356
2020
Q1 		$130K Buy
+15,673
New +$171K 0.03% 273
2019
Q4 		– Sell
-16,121
Closed -$185K – 371
2019
Q3 		$185K Sell
16,121
-44,051
-73% -$534K 0.04% 329
2019
Q2 		$809K Buy
60,172
+10,248
+21% +$131K 0.17% 92
2019
Q1 		$310K Sell
49,924
-25,134
-33% -$325K 0.05% 244
2018
Q4 		$990K Buy
+75,058
New +$1.07M 0.25% 59

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return