Grove Bank & Trust VALE Vale SA

Ownership history in Grove Bank & Trust  ·  7 quarters on record

AI Ownership Summary

Grove Bank & Trust reported Vale SA (VALE) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows VALE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VALE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in Vale SA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VALE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grove Bank & Trust held VALE — position size vs. price
% of Fund (quarterly)    VALE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 250 0% 0.00% $4K 2026-07-07 $14.69
2026 Q1 UNCHANGED 250 0% 0.00% $4K 2026-04-08 $16.74
2025 Q4 UNCHANGED 250 0% 0.00% $3K 2026-01-08 $14.07
2025 Q3 UNCHANGED 250 0% 0.00% $3K 2025-10-06 $10.72
2025 Q2 ADDED 250 +150 +150.0% 0.00% $2K 2025-07-11 $9.31
2025 Q1 REDUCED 77.7% -2.7% 100 -349 -77.7% 0.00% $998 2025-04-17 $8.36
2024 Q3 INITIATED 449 0.00% $5K 2024-10-11 $9.70

FAQ About Grove Bank & Trust and VALE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning VALE?

Grove Bank & Trust reported VALE across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported VALE position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for VALE was 0.00% in 2024 Q3.

What is the latest reported VALE position on this page?

The most recent filing on this page is 2026 Q2, when Grove Bank & Trust reported 250 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this VALE ownership page compare?

The chart compares Grove Bank & Trust's quarterly VALE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Grove Bank & Trust time their VALE position?

Based on 13F filing dates vs. subsequent VALE price moves, Grove Bank & Trust correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on VALE relative to SPY over the holding period was +8.1%.

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