ZIMP
VALE icon

Zimmermann Investment Management & Planning’s Vale VALE Stock Holding History

Zimmermann Investment Management & Planning’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
Q2 		– Sell
-10,139
Closed -$124K – 145
2024
Q1 		$124K Buy
10,139
+50
+0.5% +$675 0.04% 133
2023
Q4 		$160K Hold
10,089
– – 0.07% 119
2023
Q3 		$135K Sell
10,089
-331
-3% -$4.5K 0.06% 101
2023
Q2 		$140K Buy
10,420
+406
+4% +$5.75K 0.07% 104
2023
Q1 		$158K Buy
+10,014
New +$170K 0.08% 111

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zimmermann Investment Management & Planning's VALE Position: Q2 2024 in Review

Zimmermann Investment Management & Planning sold out of Vale (VALE) in Q2 2024, closing a stake of 10,139 shares — an estimated $124K sold.

Zimmermann Investment Management & Planning first reported a position in VALE in Q1 2023 and held it in 5 quarters. The position peaked at $160K in Q4 2023. 517 funds tracked by Wall St. Rank hold VALE as of Q2 2024.

  • Zimmermann Investment Management & Planning reported no remaining Vale position as of Q2 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 10,139 Vale shares in Q2 2024, an estimated $124K.
  • Zimmermann Investment Management & Planning first reported a position in Vale in Q1 2023 and held it in 5 quarters.
  • Zimmermann Investment Management & Planning's Vale position peaked at $160K in Q4 2023.
  • 517 funds tracked by Wall St. Rank held Vale as of Q2 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2024, filed 26 Jul 2024.