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Bowling Portfolio Management’s Valmont Industries VMI Stock Holding History

Bowling Portfolio 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
2021
Q1 		– Sell
-6,388
Closed -$1.12M – 256
2020
Q4 		$1.12M Sell
6,388
-540
-8% -$84.1K 0.26% 120
2020
Q3 		$860K Buy
+6,928
New +$852K 0.19% 163
2014
Q2 		– Sell
-30,813
Closed -$4.59M – 130
2014
Q1 		$4.59M Sell
30,813
-1,439
-4% -$213K 1.09% 42
2013
Q4 		$4.81M Sell
32,252
-468
-1% -$66.1K 1.18% 45
2013
Q3 		$4.54M Buy
+32,720
New +$4.68M 1.26% 35

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bowling Portfolio Management's VMI Position: Q1 2021 in Review

Bowling Portfolio Management sold out of Valmont Industries (VMI) in Q1 2021, closing a stake of 6,388 shares — an estimated $1.12M sold.

Bowling Portfolio Management first reported a position in VMI in Q3 2013 and held it in 5 quarters. The position peaked at $4.81M in Q4 2013. 301 funds tracked by Wall St. Rank hold VMI as of Q1 2021.

  • Bowling Portfolio Management reported no remaining Valmont Industries position as of Q1 2021 after selling out during the quarter.
  • Bowling Portfolio Management sold 6,388 Valmont Industries shares in Q1 2021, an estimated $1.12M.
  • Bowling Portfolio Management first reported a position in Valmont Industries in Q3 2013 and held it in 5 quarters.
  • Bowling Portfolio Management's Valmont Industries position peaked at $4.81M in Q4 2013.
  • 301 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2021.

Based on Bowling Portfolio Management's 13F filing for Q1 2021, filed 19 Apr 2021.