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Cape Investment Advisory’s Valmont Industries VMI Stock Holding History

Cape Investment Advisory’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
-3
Closed -$685 – 993
2024
Q1 		$685 Buy
+3
New +$671 ﹤0.01% 871

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cape Investment Advisory's VMI Position: Q2 2024 in Review

Cape Investment Advisory sold out of Valmont Industries (VMI) in Q2 2024, closing a stake of 3 shares — an estimated $685 sold.

Cape Investment Advisory first reported a position in VMI in Q1 2024 and held it in 1 quarter. The position peaked at $685 in Q1 2024. 408 funds tracked by Wall St. Rank hold VMI as of Q2 2024.

  • Cape Investment Advisory reported no remaining Valmont Industries position as of Q2 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 3 Valmont Industries shares in Q2 2024, an estimated $685.
  • Cape Investment Advisory first reported a position in Valmont Industries in Q1 2024 and held it in 1 quarter.
  • Cape Investment Advisory's Valmont Industries position peaked at $685 in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2024.

Based on Cape Investment Advisory's 13F filing for Q2 2024, filed 15 Aug 2024.