Van Hulzen Asset Management’s Vale VALE Stock Holding History

Van Hulzen Asset Management’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
2025 Q1	–	Sell	-107	Closed	-$950	–	1075
2024 Q4	$950	Buy	+107	New	+$1.09K	﹤0.01%	1038
2015 Q4	–	Sell	-140,800	Closed	-$591K	–	161
2015 Q3	$591K	Buy	140,800 +19,500	+16%	+$99.6K	0.38%	62
2015 Q2	$714K	Buy	+121,300	New	+$812K	0.38%	69
2015 Q1	–	Sell	-104,099	Closed	-$852K	–	151
2014 Q4	$852K	Buy	+104,099	New	+$975K	0.59%	45
2014 Q1	–	Sell	-102,876	Closed	-$1.57M	–	102
2013 Q4	$1.57M	Buy	+102,876	New	+$1.6M	1.36%	25

Other funds holding VALE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Van Hulzen Asset Management's VALE Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Vale (VALE) in Q1 2025, closing a stake of 107 shares — an estimated $950 sold.

Van Hulzen Asset Management first reported a position in VALE in Q4 2013 and held it in 5 quarters. The position peaked at $1.57M in Q4 2013. 491 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

Van Hulzen Asset Management reported no remaining Vale position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 107 Vale shares in Q1 2025, an estimated $950.
Van Hulzen Asset Management first reported a position in Vale in Q4 2013 and held it in 5 quarters.
Van Hulzen Asset Management's Vale position peaked at $1.57M in Q4 2013.
491 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.