West Family Investments’s Vale VALE Stock Holding History

West Family Investments’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
2026 Q1	–	Sell	-10,014	Closed	-$130K	–	357
2025 Q4	$130K	Hold	10,014	–	–	0.03%	341
2025 Q3	$109K	Sell	10,014 -9,651	-49%	-$98.5K	0.02%	373
2025 Q2	$191K	Buy	19,665 +8,897	+83%	+$83.8K	0.05%	347
2025 Q1	$107K	Buy	+10,768	New	+$102K	0.04%	263
2024 Q4	–	Sell	-20,256	Closed	-$237K	–	316
2024 Q3	$237K	Buy	20,256 +3,431	+20%	+$36.8K	0.08%	245
2024 Q2	$188K	Sell	16,825 -5,001	-23%	-$60.1K	0.06%	240
2024 Q1	$266K	Buy	21,826 +2,835	+15%	+$38.3K	0.08%	198
2023 Q4	$301K	Sell	18,991 -418	-2%	-$5.99K	0.1%	150
2023 Q3	$260K	Sell	19,409 -836	-4%	-$11.4K	0.09%	179
2023 Q2	$272K	Buy	20,245 +1,727	+9%	+$24.5K	0.11%	175
2023 Q1	$292K	Hold	18,518	–	–	0.12%	134
2022 Q4	$314K	Buy	18,518 +2,268	+14%	+$34.1K	0.11%	153
2022 Q3	$216K	Sell	16,250 -4,712	-22%	-$62K	0.09%	197
2022 Q2	$307K	Buy	20,962 +4,399	+27%	+$75.1K	0.12%	151
2022 Q1	$331K	Hold	16,563	–	–	0.09%	175
2021 Q4	$232K	Buy	+16,563	New	+$220K	0.06%	266
2021 Q3	–	Sell	-15,347	Closed	-$350K	–	390
2021 Q2	$350K	Sell	15,347 -68,461	-82%	-$1.43M	0.09%	203
2021 Q1	$1.46M	Buy	83,808 +176	+0.2%	+$3.07K	0.53%	61
2020 Q4	$1.4K	Hold	83,632	–	–	0.43%	70
2020 Q3	$885K	Sell	83,632 -4,500	-5%	-$50.5K	0.33%	56
2020 Q2	$1.16M	Hold	88,132	–	–	0.28%	57
2020 Q1	$731K	Hold	88,132	–	–	0.29%	56
2019 Q4	$1.16M	Hold	88,132	–	–	0.28%	57
2019 Q3	$1.01M	Hold	88,132	–	–	0.25%	57
2019 Q2	$1.18M	Hold	88,132	–	–	0.3%	56
2019 Q1	$1.15M	Hold	88,132	–	–	0.29%	57
2018 Q4	$1.16M	Hold	88,132	–	–	0.3%	59
2018 Q3	$1.31M	Hold	88,132	–	–	0.31%	58
2018 Q2	$1.13M	Hold	88,132	–	–	0.28%	59
2018 Q1	$1.12M	Hold	88,132	–	–	0.3%	60
2017 Q4	$1.08M	Hold	88,132	–	–	0.28%	62
2017 Q3	$887	Buy	88,132 +35,032	+66%	+$352K	0.11%	63
2017 Q2	$448K	Hold	53,100	–	–	0.1%	80
2017 Q1	$504K	Hold	53,100	–	–	0.1%	75
2016 Q4	$405K	Hold	53,100	–	–	0.07%	92
2016 Q3	$292K	Hold	53,100	–	–	0.05%	93
2016 Q2	$269K	Hold	53,100	–	–	0.05%	102
2016 Q1	$224K	Hold	53,100	–	–	0.04%	111
2015 Q4	$175K	Sell	53,100 -52,500	-50%	-$210K	0.04%	109
2015 Q3	$444K	Hold	105,600	–	–	0.09%	86
2015 Q2	$622K	Hold	105,600	–	–	0.13%	70
2015 Q1	$597K	Hold	105,600	–	–	0.12%	76
2014 Q4	$864K	Hold	105,600	–	–	0.17%	65
2014 Q3	$1.16M	Hold	105,600	–	–	0.24%	56
2014 Q2	$1.4M	Hold	105,600	–	–	0.29%	48
2014 Q1	$1.46M	Hold	105,600	–	–	0.32%	48
2013 Q4	$1.61M	Hold	105,600	–	–	0.37%	44
2013 Q3	$1.65M	Hold	105,600	–	–	0.42%	42
2013 Q2	$1.39M	Buy	+105,600	New	+$1.66M	0.37%	45

Other funds holding VALE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Family Investments's VALE Position: Q1 2026 in Review

West Family Investments sold out of Vale (VALE) in Q1 2026, closing a stake of 10,014 shares — an estimated $130K sold.

West Family Investments first reported a position in VALE in Q2 2013 and held it in 49 quarters. The position peaked at $1.65M in Q3 2013. 554 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

West Family Investments reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
West Family Investments sold 10,014 Vale shares in Q1 2026, an estimated $130K.
West Family Investments first reported a position in Vale in Q2 2013 and held it in 49 quarters.
West Family Investments's Vale position peaked at $1.65M in Q3 2013.
554 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.