Concourse Financial Group Securities’s Valmont Industries VMI Stock Holding History

Concourse Financial Group Securities’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	-546	Closed	-$186K	–	2014
2024 Q4	$186K	Sell	546 -33	-6%	-$10.6K	0.01%	748
2024 Q3	$168K	Buy	579 +14	+2%	+$3.92K	0.01%	775
2024 Q2	$155K	Buy	565 +444	+367%	+$108K	0.01%	784
2024 Q1	$27.7K	Sell	121 -210	-63%	-$47K	﹤0.01%	1411
2023 Q4	$77.5K	Buy	331 +76	+30%	+$16.7K	0.01%	981
2023 Q3	$61.4K	Buy	255 +158	+163%	+$40.6K	﹤0.01%	1003
2023 Q2	$28.3K	Sell	97 -109	-53%	-$31.5K	﹤0.01%	1324
2023 Q1	$65.9K	Buy	206 +82	+66%	+$26.2K	0.01%	995
2022 Q4	$41.1K	Buy	+124	New	+$39.3K	﹤0.01%	1165

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

Concourse Financial Group Securities's VMI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Valmont Industries (VMI) in Q1 2025, closing a stake of 546 shares — an estimated $186K sold.

Concourse Financial Group Securities first reported a position in VMI in Q4 2022 and held it in 9 quarters. The position peaked at $186K in Q4 2024. 502 funds tracked by Wall St. Rank hold VMI as of Q1 2025.

Concourse Financial Group Securities reported no remaining Valmont Industries position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 546 Valmont Industries shares in Q1 2025, an estimated $186K.
Concourse Financial Group Securities first reported a position in Valmont Industries in Q4 2022 and held it in 9 quarters.
Concourse Financial Group Securities's Valmont Industries position peaked at $186K in Q4 2024.
502 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.