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Westchester Capital Management (New York)’s Vale VALE Stock Holding History

Westchester Capital Management (New York)’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
2024
Q4 		– Sell
-507,217
Closed -$5.92M – 190
2024
Q3 		$5.92M Sell
507,217
-331,483
-40% -$3.55M 0.25% 54
2024
Q2 		$9.37M Buy
838,700
+491,000
+141% +$5.9M 0.35% 44
2024
Q1 		$4.24M Buy
347,700
+200,600
+136% +$2.71M 0.16% 92
2023
Q4 		$2.33M Sell
147,100
-599,100
-80% -$8.59M 0.08% 145
2023
Q3 		$10M Buy
746,200
+245,800
+49% +$3.35M 0.29% 62
2023
Q2 		$6.72M Buy
500,400
+333,600
+200% +$4.72M 0.21% 108
2023
Q1 		$2.63M Sell
166,800
-358,100
-68% -$6.07M 0.08% 222
2022
Q4 		$8.91M Buy
+524,900
New +$7.89M 0.24% 94

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Westchester Capital Management (New York)'s VALE Position: Q4 2024 in Review

Westchester Capital Management (New York) sold out of Vale (VALE) in Q4 2024, closing a stake of 507,217 shares — an estimated $5.92M sold.

Westchester Capital Management (New York) first reported a position in VALE in Q4 2022 and held it in 8 quarters. The position peaked at $10M in Q3 2023. 498 funds tracked by Wall St. Rank hold VALE as of Q4 2024.

  • Westchester Capital Management (New York) reported no remaining Vale position as of Q4 2024 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 507,217 Vale shares in Q4 2024, an estimated $5.92M.
  • Westchester Capital Management (New York) first reported a position in Vale in Q4 2022 and held it in 8 quarters.
  • Westchester Capital Management (New York)'s Vale position peaked at $10M in Q3 2023.
  • 498 funds tracked by Wall St. Rank held Vale as of Q4 2024.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.