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Apogem Capital’s Valmont Industries VMI Stock Holding History

Apogem Capital’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
2022
Q4 		– Sell
-3,941
Closed -$1.06M – 113
2022
Q3 		$1.06M Buy
3,941
+306
+8% +$80.9K 1.05% 24
2022
Q2 		$817K Buy
3,635
+190
+6% +$46.5K 0.74% 39
2022
Q1 		$822K Buy
3,445
+686
+25% +$156K 0.56% 57
2021
Q4 		$691K Buy
2,759
+11
+0.4% +$2.7K 0.45% 79
2021
Q3 		$646K Sell
2,748
-1,000
-27% -$238K 0.41% 93
2021
Q2 		$885K Hold
3,748
– – 0.57% 63
2021
Q1 		$891K Buy
3,748
+561
+18% +$124K 0.6% 53
2020
Q4 		$558K Buy
+3,187
New +$496K 0.37% 87

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Apogem Capital's VMI Position: Q4 2022 in Review

Apogem Capital sold out of Valmont Industries (VMI) in Q4 2022, closing a stake of 3,941 shares — an estimated $1.06M sold.

Apogem Capital first reported a position in VMI in Q4 2020 and held it in 8 quarters. The position peaked at $1.06M in Q3 2022. 352 funds tracked by Wall St. Rank hold VMI as of Q4 2022.

  • Apogem Capital reported no remaining Valmont Industries position as of Q4 2022 after selling out during the quarter.
  • Apogem Capital sold 3,941 Valmont Industries shares in Q4 2022, an estimated $1.06M.
  • Apogem Capital first reported a position in Valmont Industries in Q4 2020 and held it in 8 quarters.
  • Apogem Capital's Valmont Industries position peaked at $1.06M in Q3 2022.
  • 352 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2022.

Based on Apogem Capital's 13F filing for Q4 2022, filed 13 Feb 2023.