Advisor Group’s Valmont Industries VMI Stock Holding History

Advisor Group’s Portfolio VMI Stock Details VMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$162K	Sell	1,081 -31	-3%	-$4.38K	﹤0.01%	2561
2019 Q3	$154K	Sell	1,112 -175	-14%	-$23.5K	﹤0.01%	2529
2019 Q2	$163K	Sell	1,287 -281	-18%	-$35K	﹤0.01%	2482
2019 Q1	$204K	Sell	1,568 -201	-11%	-$25.9K	﹤0.01%	2271
2018 Q4	$196K	Buy	1,769 +1,492	+539%	+$186K	﹤0.01%	2104
2018 Q3	$38K	Sell	277 -136	-33%	-$19.1K	﹤0.01%	3485
2018 Q2	$62K	Sell	413 -8	-2%	-$1.17K	﹤0.01%	2925
2018 Q1	$62K	Sell	421 -73	-15%	-$11.4K	﹤0.01%	2911
2017 Q4	$81K	Sell	494 -1	-0.2%	-$163	﹤0.01%	2735
2017 Q3	$79K	Buy	495 +75	+18%	+$11.3K	﹤0.01%	2606
2017 Q2	$63K	Buy	420 +78	+23%	+$11.7K	﹤0.01%	2661
2017 Q1	$54K	Buy	342 +58	+20%	+$8.57K	﹤0.01%	2644
2016 Q4	$40K	Hold	284	–	–	﹤0.01%	2776
2016 Q3	$38K	Buy	284 +22	+8%	+$2.9K	﹤0.01%	2735
2016 Q2	$35K	Buy	+262	New	+$34.6K	﹤0.01%	2679

Other funds holding VMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Advisor Group's VMI Position: Q4 2019 in Review

Advisor Group reduced its Valmont Industries (VMI) stake by 2.8% in Q4 2019, selling an estimated $4.38K and leaving 1,081 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Advisor Group first reported a position in VMI in Q2 2016 and has held it in 15 quarters since. The position peaked at $204K in Q1 2019. 254 funds tracked by Wall St. Rank hold VMI as of Q4 2019.

Advisor Group held 1,081 shares of Valmont Industries worth $162K as of Q4 2019.
Advisor Group sold 31 Valmont Industries shares in Q4 2019, an estimated $4.38K.
Valmont Industries made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2561 holding.
Advisor Group first reported a position in Valmont Industries in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Valmont Industries position peaked at $204K in Q1 2019.
254 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.