Chartwell Investment Partners’s Valmont Industries VMI Stock Holding History

Chartwell Investment Partners’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 Q4	–	Sell	-2,951	Closed	-$709K	–	445
2023 Q3	$709K	Hold	2,951	–	–	0.03%	372
2023 Q2	$859K	Sell	2,951 -4,613	-61%	-$1.33M	0.03%	364
2023 Q1	$2.42M	Buy	7,564 +251	+3%	+$80.1K	0.09%	255
2022 Q4	$2.42M	Buy	7,313 +414	+6%	+$131K	0.1%	249
2022 Q3	$1.85M	Buy	6,899 +241	+4%	+$63.7K	0.08%	274
2022 Q2	$1.5M	Buy	6,658 +165	+3%	+$40.4K	0.06%	312
2022 Q1	$1.55M	Buy	6,493 +271	+4%	+$61.6K	0.05%	340
2021 Q4	$1.56M	Sell	6,222 -112	-2%	-$27.4K	0.05%	343
2021 Q3	$1.49M	Hold	6,334	–	–	0.05%	336
2021 Q2	$1.5M	Buy	+6,334	New	+$1.53M	0.04%	332

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Chartwell Investment Partners's VMI Position: Q4 2023 in Review

Chartwell Investment Partners sold out of Valmont Industries (VMI) in Q4 2023, closing a stake of 2,951 shares — an estimated $709K sold.

Chartwell Investment Partners first reported a position in VMI in Q2 2021 and held it in 10 quarters. The position peaked at $2.42M in Q4 2022. 379 funds tracked by Wall St. Rank hold VMI as of Q4 2023.

Chartwell Investment Partners reported no remaining Valmont Industries position as of Q4 2023 after selling out during the quarter.
Chartwell Investment Partners sold 2,951 Valmont Industries shares in Q4 2023, an estimated $709K.
Chartwell Investment Partners first reported a position in Valmont Industries in Q2 2021 and held it in 10 quarters.
Chartwell Investment Partners's Valmont Industries position peaked at $2.42M in Q4 2022.
379 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2023.

Based on Chartwell Investment Partners's 13F filing for Q4 2023, filed 15 Feb 2024.