VALE S A
COM · CUSIP 91912E204
2
institutional holders
+0 vs Q1 2024
150
shares reported held*
$1.7kreported value*
1 new
0 added
0 reduced
1 sold out
net sold ≈ $655.3k (-58.6k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $11.17.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 1 |
| Q1 2023 | 1 |
| Q2 2023 | 2 |
| Q3 2023 | 2 |
| Q4 2023 | 2 |
| Q1 2024 | 2 |
| Q2 2024 | 2 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 1 | 0 |
| Q2 2023 | 1 | 0 |
| Q3 2023 | 2 | 0 |
| Q4 2023 | 1 | 2 |
| Q1 2024 | 0 | 1 |
| Q2 2024 | 1 | 1 |
Biggest buyers
| Redwood Wealth Management Group, LLC | New | +100 |
Biggest sellers
| ALTFEST L J & CO INC | Sold out | -58.7k |
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Redwood Wealth Management Group, LLC 0.00% of their portfolio | 100 $1.1k | New |
| NBT BANK, N.A. 0.00% of their portfolio | 50 $559 | Unchanged |