Claris Advisors’s Valmont Industries VMI Stock Holding History

Claris Advisors’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 Q4	–	Sell	-1	Closed	-$290	–	1115
2024 Q3	$290	Buy	+1	New	+$280	﹤0.01%	844

Other funds holding VMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claris Advisors's VMI Position: Q4 2024 in Review

Claris Advisors sold out of Valmont Industries (VMI) in Q4 2024, closing a stake of 1 share — an estimated $290 sold.

Claris Advisors first reported a position in VMI in Q3 2024 and held it in 1 quarter. The position peaked at $290 in Q3 2024. 485 funds tracked by Wall St. Rank hold VMI as of Q4 2024.

Claris Advisors reported no remaining Valmont Industries position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Valmont Industries share in Q4 2024, an estimated $290.
Claris Advisors first reported a position in Valmont Industries in Q3 2024 and held it in 1 quarter.
Claris Advisors's Valmont Industries position peaked at $290 in Q3 2024.
485 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.