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Cardinal Point Capital Management’s Valmont Industries VMI Stock Holding History

Cardinal Point Capital 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
-850
Closed -$272K – 83
2023
Q1 		$272K Buy
+850
New +$271K 0.08% 67

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cardinal Point Capital Management's VMI Position: Q2 2023 in Review

Cardinal Point Capital Management sold out of Valmont Industries (VMI) in Q2 2023, closing a stake of 850 shares — an estimated $272K sold.

Cardinal Point Capital Management first reported a position in VMI in Q1 2023 and held it in 1 quarter. The position peaked at $272K in Q1 2023. 378 funds tracked by Wall St. Rank hold VMI as of Q2 2023.

  • Cardinal Point Capital Management reported no remaining Valmont Industries position as of Q2 2023 after selling out during the quarter.
  • Cardinal Point Capital Management sold 850 Valmont Industries shares in Q2 2023, an estimated $272K.
  • Cardinal Point Capital Management first reported a position in Valmont Industries in Q1 2023 and held it in 1 quarter.
  • Cardinal Point Capital Management's Valmont Industries position peaked at $272K in Q1 2023.
  • 378 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2023.

Based on Cardinal Point Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.