CSat Investment Advisory’s Valmont Industries VMI Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-90	Closed	-$11K	–	951
2020 Q3	$11K	Buy	90 +11	+14%	+$1.35K	﹤0.01%	1028
2020 Q2	$9K	Buy	79 +18	+30%	+$2K	﹤0.01%	1063
2020 Q1	$6K	Buy	61 +11	+22%	+$1.43K	﹤0.01%	1013
2019 Q4	$7K	Buy	50 +6	+14%	+$848	﹤0.01%	1050
2019 Q3	$6K	Buy	44 +6	+16%	+$805	﹤0.01%	1037
2019 Q2	$5K	Buy	+38	New	+$4.74K	﹤0.01%	1055

Other funds holding VMI

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

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CSat Investment Advisory's VMI Position: Q4 2020 in Review

CSat Investment Advisory sold out of Valmont Industries (VMI) in Q4 2020, closing a stake of 90 shares — an estimated $11K sold.

CSat Investment Advisory first reported a position in VMI in Q2 2019 and held it in 6 quarters. The position peaked at $11K in Q3 2020. 283 funds tracked by Wall St. Rank hold VMI as of Q4 2020.

CSat Investment Advisory reported no remaining Valmont Industries position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 90 Valmont Industries shares in Q4 2020, an estimated $11K.
CSat Investment Advisory first reported a position in Valmont Industries in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Valmont Industries position peaked at $11K in Q3 2020.
283 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.