Colonial Trust Advisors’s Valmont Industries VMI Stock Holding History

Colonial Trust 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
2025 Q1	–	Sell	-46	Closed	-$14.1K	–	721
2024 Q4	$14.1K	Hold	46	–	–	﹤0.01%	449
2024 Q3	$13.3K	Sell	46 -5	-10%	-$1.4K	﹤0.01%	501
2024 Q2	$14K	Hold	51	–	–	﹤0.01%	478
2024 Q1	$11.6K	Hold	51	–	–	﹤0.01%	568
2023 Q4	$11.9K	Hold	51	–	–	﹤0.01%	485
2023 Q3	$12.3K	Buy	51 +5	+11%	+$1.28K	﹤0.01%	485
2023 Q2	$13.4K	Hold	46	–	–	﹤0.01%	483
2023 Q1	$14.7K	Hold	46	–	–	﹤0.01%	463
2022 Q4	$15.2K	Buy	+46	New	+$14.6K	﹤0.01%	456
2015 Q1	–	Sell	-2,395	Closed	-$304K	–	138
2014 Q4	$304K	Sell	2,395 -5,040	-68%	-$673K	0.12%	116
2014 Q3	$1M	Sell	7,435 -1,280	-15%	-$184K	0.31%	76
2014 Q2	$1.32M	Sell	8,715 -735	-8%	-$113K	0.4%	68
2014 Q1	$1.41M	Hold	9,450	–	–	0.44%	66
2013 Q4	$1.41M	Buy	9,450 +5,310	+128%	+$750K	0.44%	68
2013 Q3	$575K	Buy	+4,140	New	+$592K	0.19%	84

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Colonial Trust Advisors's VMI Position: Q1 2025 in Review

Colonial Trust Advisors sold out of Valmont Industries (VMI) in Q1 2025, closing a stake of 46 shares — an estimated $14.1K sold.

Colonial Trust Advisors first reported a position in VMI in Q3 2013 and held it in 15 quarters. The position peaked at $1.41M in Q4 2013. 502 funds tracked by Wall St. Rank hold VMI as of Q1 2025.

Colonial Trust Advisors reported no remaining Valmont Industries position as of Q1 2025 after selling out during the quarter.
Colonial Trust Advisors sold 46 Valmont Industries shares in Q1 2025, an estimated $14.1K.
Colonial Trust Advisors first reported a position in Valmont Industries in Q3 2013 and held it in 15 quarters.
Colonial Trust Advisors's Valmont Industries position peaked at $1.41M in Q4 2013.
502 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2025.

Based on Colonial Trust Advisors's 13F filing for Q1 2025, filed 14 May 2025.