Willner & Heller’s Vale VALE Stock Holding History

Willner & Heller’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
2025 Q1	–	Sell	-12,100	Closed	-$107K	–	158
2024 Q4	$107K	Hold	12,100	–	–	0.09%	154
2024 Q3	$141K	Buy	+12,100	New	+$130K	0.13%	151

Other funds holding VALE

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Willner & Heller's VALE Position: Q1 2025 in Review

Willner & Heller sold out of Vale (VALE) in Q1 2025, closing a stake of 12,100 shares — an estimated $107K sold.

Willner & Heller first reported a position in VALE in Q3 2024 and held it in 2 quarters. The position peaked at $141K in Q3 2024. 491 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

Willner & Heller reported no remaining Vale position as of Q1 2025 after selling out during the quarter.
Willner & Heller sold 12,100 Vale shares in Q1 2025, an estimated $107K.
Willner & Heller first reported a position in Vale in Q3 2024 and held it in 2 quarters.
Willner & Heller's Vale position peaked at $141K in Q3 2024.
491 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on Willner & Heller's 13F filing for Q1 2025, filed 5 May 2025.