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Carroll Financial Associates’s Valmont Industries VMI Stock Holding History

Carroll Financial Associates’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
Q4 		– Sell
-8
Closed -$1.96K – 1956
2021
Q3 		$1K Buy
+8
New +$1.9K ﹤0.01% 1728
2015
Q1 		– Sell
-250
Closed -$30.6K – 870
2014
Q4 		$30K Buy
+250
New +$33.4K 0.02% 315

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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Carroll Financial Associates's VMI Position: Q4 2021 in Review

Carroll Financial Associates sold out of Valmont Industries (VMI) in Q4 2021, closing a stake of 8 shares — an estimated $1.96K sold.

Carroll Financial Associates first reported a position in VMI in Q4 2014 and held it in 2 quarters. The position peaked at $30K in Q4 2014. 289 funds tracked by Wall St. Rank hold VMI as of Q4 2021.

  • Carroll Financial Associates reported no remaining Valmont Industries position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 8 Valmont Industries shares in Q4 2021, an estimated $1.96K.
  • Carroll Financial Associates first reported a position in Valmont Industries in Q4 2014 and held it in 2 quarters.
  • Carroll Financial Associates's Valmont Industries position peaked at $30K in Q4 2014.
  • 289 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.