Belpointe Asset Management’s Valmont Industries VMI Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-607	Closed	-$194K	–	3302
2023 Q1	$194K	Buy	607 +43	+8%	+$13.7K	0.01%	959
2022 Q4	$186K	Sell	564 -398	-41%	-$126K	0.01%	936
2022 Q3	$258K	Buy	962 +123	+15%	+$32.5K	0.02%	739
2022 Q2	$188K	Sell	839 -150	-15%	-$36.7K	0.01%	851
2022 Q1	$236K	Hold	989	–	–	0.01%	840
2021 Q4	$248K	Sell	989 -50	-5%	-$12.3K	0.02%	809
2021 Q3	$244K	Buy	1,039 +94	+10%	+$22.3K	0.02%	783
2021 Q2	$223K	Buy	945 +254	+37%	+$61.5K	0.02%	797
2021 Q1	$164K	Buy	691 +90	+15%	+$20K	0.01%	815
2020 Q4	$105K	Sell	601 -10,395	-95%	-$1.62M	0.01%	933
2020 Q3	$1.37M	Buy	+10,996	New	+$1.35M	0.15%	144

Other funds holding VMI

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Belpointe Asset Management's VMI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Valmont Industries (VMI) in Q2 2023, closing a stake of 607 shares — an estimated $194K sold.

Belpointe Asset Management first reported a position in VMI in Q3 2020 and held it in 11 quarters. The position peaked at $1.37M in Q3 2020. 378 funds tracked by Wall St. Rank hold VMI as of Q2 2023.

Belpointe Asset Management reported no remaining Valmont Industries position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 607 Valmont Industries shares in Q2 2023, an estimated $194K.
Belpointe Asset Management first reported a position in Valmont Industries in Q3 2020 and held it in 11 quarters.
Belpointe Asset Management's Valmont Industries position peaked at $1.37M in Q3 2020.
378 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.