Baker Boyer National Bank’s Valmont Industries VMI Stock Holding History

Baker Boyer National Bank’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
2024 Q2	–	Sell	-1,285	Closed	-$293K	–	84
2024 Q1	$293K	Hold	1,285	–	–	0.1%	72
2023 Q4	$300K	Hold	1,285	–	–	0.11%	70
2023 Q3	$309K	Hold	1,285	–	–	0.13%	69
2023 Q2	$374K	Hold	1,285	–	–	0.14%	61
2023 Q1	$410K	Hold	1,285	–	–	0.16%	49
2022 Q4	$425K	Hold	1,285	–	–	0.18%	47
2022 Q3	$345K	Hold	1,285	–	–	0.15%	52
2022 Q2	$289K	Hold	1,285	–	–	0.15%	67
2022 Q1	$307K	Hold	1,285	–	–	0.15%	71
2021 Q4	$322K	Buy	+1,285	New	+$315K	0.15%	70
2021 Q2	$289K	Buy	+1,285	New	+$311K	0.15%	67
2018 Q1	$805K	Hold	5,500	–	–	2.44%	9
2017 Q4	$912K	Hold	5,500	–	–	2.75%	7
2017 Q3	$870K	Hold	5,500	–	–	2.87%	5
2017 Q2	$823K	Hold	5,500	–	–	3.28%	6
2017 Q1	$855K	Hold	5,500	–	–	3.5%	5
2016 Q4	$775K	Hold	5,500	–	–	3.37%	6
2016 Q3	$740K	Buy	5,500 +1,000	+22%	+$132K	3.05%	7
2016 Q2	$609K	Hold	4,500	–	–	2.79%	13
2016 Q1	$557K	Buy	4,500 +500	+13%	+$55.5K	2.6%	15
2015 Q4	$424K	Hold	4,000	–	–	1.99%	19
2015 Q3	$380K	Hold	4,000	–	–	1.85%	20
2015 Q2	$475K	Buy	+4,000	New	+$493K	0.99%	33

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baker Boyer National Bank's VMI Position: Q2 2024 in Review

Baker Boyer National Bank sold out of Valmont Industries (VMI) in Q2 2024, closing a stake of 1,285 shares — an estimated $293K sold.

Baker Boyer National Bank first reported a position in VMI in Q2 2015 and held it in 23 quarters. The position peaked at $912K in Q4 2017. 408 funds tracked by Wall St. Rank hold VMI as of Q2 2024.

Baker Boyer National Bank reported no remaining Valmont Industries position as of Q2 2024 after selling out during the quarter.
Baker Boyer National Bank sold 1,285 Valmont Industries shares in Q2 2024, an estimated $293K.
Baker Boyer National Bank first reported a position in Valmont Industries in Q2 2015 and held it in 23 quarters.
Baker Boyer National Bank's Valmont Industries position peaked at $912K in Q4 2017.
408 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2024.

Based on Baker Boyer National Bank's 13F filing for Q2 2024, filed 7 Aug 2024.