West Tower Group’s Vale VALE Stock Holding History

West Tower Group’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	-20,855	Closed	-$279K	–	772
2023 Q3	$279K	Sell	20,855 -23,445	-53%	-$319K	0.15%	63
2023 Q2	$595K	Sell	44,300 -138,966	-76%	-$1.97M	0.42%	57
2023 Q1	$2.89M	Buy	+183,266	New	+$3.1M	2.86%	8

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

West Tower Group's VALE Position: Q4 2023 in Review

West Tower Group sold out of Vale (VALE) in Q4 2023, closing a stake of 20,855 shares — an estimated $279K sold.

West Tower Group first reported a position in VALE in Q1 2023 and held it in 3 quarters. The position peaked at $2.89M in Q1 2023. 517 funds tracked by Wall St. Rank hold VALE as of Q4 2023.

West Tower Group reported no remaining Vale position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 20,855 Vale shares in Q4 2023, an estimated $279K.
West Tower Group first reported a position in Vale in Q1 2023 and held it in 3 quarters.
West Tower Group's Vale position peaked at $2.89M in Q1 2023.
517 funds tracked by Wall St. Rank held Vale as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.