Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-37,148
Closed -$403K 2274
2025
Q3
$403K Buy
+37,148
New +$379K 0.02% 638
2025
Q1
Sell
-142,041
Closed -$1.26M 2071
2024
Q4
$1.26M Buy
+142,041
New +$1.45M 0.07% 241
2024
Q3
Sell
-11,046
Closed -$123K 1912
2024
Q2
$123K Sell
11,046
-102,049
-90% -$1.23M 0.01% 801
2024
Q1
$1.38M Buy
+113,095
New +$1.53M 0.11% 163
2023
Q4
Sell
-103,984
Closed -$1.39M 2034
2023
Q3
$1.39M Buy
103,984
+75,319
+263% +$1.03M 0.14% 127
2023
Q2
$385K Buy
28,665
+4,153
+17% +$58.8K 0.03% 502
2023
Q1
$387K Buy
+24,512
New +$415K 0.04% 439
2022
Q2
Sell
-28,345
Closed -$567K 2107
2022
Q1
$567K Buy
28,345
+11,269
+66% +$195K 0.04% 354
2021
Q4
$239K Sell
17,076
-485,705
-97% -$6.45M 0.02% 754
2021
Q3
$7.01M Buy
+502,781
New +$9.86M 0.62% 11
2020
Q4
Sell
-41,386
Closed -$438K 1822
2020
Q3
$438K Sell
41,386
-319,871
-89% -$3.59M 0.08% 324
2020
Q2
$3.73M Buy
+361,257
New +$3.31M 0.43% 37
2019
Q4
Sell
-22,052
Closed -$254K 1878
2019
Q3
$254K Sell
22,052
-75,099
-77% -$910K 0.02% 840
2019
Q2
$1.31M Buy
+97,151
New +$1.25M 0.09% 214
2019
Q1
Sell
-13,522
Closed -$178K 1866
2018
Q4
$178K Buy
+13,522
New +$193K 0.01% 1008
2018
Q3
Sell
-40,869
Closed -$524K 2235
2018
Q2
$524K Buy
40,869
+10,740
+36% +$147K 0.03% 766
2018
Q1
$383K Buy
30,129
+14,366
+91% +$189K 0.02% 868
2017
Q4
$193K Sell
15,763
-90,476
-85% -$960K 0.01% 1703
2017
Q3
$1.07M Buy
106,239
+80,839
+318% +$813K 0.05% 412
2017
Q2
$222K Buy
+25,400
New +$216K 0.03% 324
2017
Q1
Sell
-42,005
Closed -$320K 585
2016
Q4
$320K Buy
+42,005
New +$308K 0.03% 339
2016
Q2
Sell
-17,200
Closed -$72K 531
2016
Q1
$72K Sell
17,200
-2,845
-14% -$8.84K 0.01% 385
2015
Q4
$66K Buy
+20,045
New +$80K 0.01% 357

Other funds holding VALE