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Bedel Financial Consulting’s Valmont Industries VMI Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-54
Closed -$13K – 887
2022
Q1 		$13K Hold
54
– – ﹤0.01% 623
2021
Q4 		$14K Hold
54
– – ﹤0.01% 635
2021
Q3 		$13K Hold
54
– – ﹤0.01% 628
2021
Q2 		$13K Buy
+54
New +$13.1K ﹤0.01% 629

Other funds holding VMI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Bedel Financial Consulting's VMI Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Valmont Industries (VMI) in Q2 2022, closing a stake of 54 shares — an estimated $13K sold.

Bedel Financial Consulting first reported a position in VMI in Q2 2021 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 297 funds tracked by Wall St. Rank hold VMI as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Valmont Industries position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 54 Valmont Industries shares in Q2 2022, an estimated $13K.
  • Bedel Financial Consulting first reported a position in Valmont Industries in Q2 2021 and held it in 4 quarters.
  • Bedel Financial Consulting's Valmont Industries position peaked at $14K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.