Wellington Shields & Co’s Vale VALE Stock Holding History

Wellington Shields & Co’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	-73	Closed	-$978	–	309
2023 Q3	$978	Buy	+73	New	+$994	﹤0.01%	287

Other funds holding VALE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wellington Shields & Co's VALE Position: Q4 2023 in Review

Wellington Shields & Co sold out of Vale (VALE) in Q4 2023, closing a stake of 73 shares — an estimated $978 sold.

Wellington Shields & Co first reported a position in VALE in Q3 2023 and held it in 1 quarter. The position peaked at $978 in Q3 2023. 517 funds tracked by Wall St. Rank hold VALE as of Q4 2023.

Wellington Shields & Co reported no remaining Vale position as of Q4 2023 after selling out during the quarter.
Wellington Shields & Co sold 73 Vale shares in Q4 2023, an estimated $978.
Wellington Shields & Co first reported a position in Vale in Q3 2023 and held it in 1 quarter.
Wellington Shields & Co's Vale position peaked at $978 in Q3 2023.
517 funds tracked by Wall St. Rank held Vale as of Q4 2023.

Based on Wellington Shields & Co's 13F filing for Q4 2023, filed 9 Feb 2024.