Cypress Asset Management’s Valmont Industries VMI Stock Holding History

Cypress Asset Management’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
2018 Q4	–	Sell	-2,034	Closed	-$282K	–	173
2018 Q3	$282K	Sell	2,034 -33	-2%	-$4.64K	0.08%	152
2018 Q2	$312K	Buy	+2,067	New	+$302K	0.09%	148
2017 Q4	–	Sell	-1,478	Closed	-$234K	–	191
2017 Q3	$234K	Sell	1,478 -50	-3%	-$7.53K	0.05%	179
2017 Q2	$229K	Sell	1,528 -301	-16%	-$45.2K	0.05%	182
2017 Q1	$284K	Buy	1,829 +261	+17%	+$38.5K	0.05%	185
2016 Q4	$221K	Buy	1,568 +44	+3%	+$6.11K	0.04%	201
2016 Q3	$205K	Buy	+1,524	New	+$201K	0.04%	197

Other funds holding VMI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Cypress Asset Management's VMI Position: Q4 2018 in Review

Cypress Asset Management sold out of Valmont Industries (VMI) in Q4 2018, closing a stake of 2,034 shares — an estimated $282K sold.

Cypress Asset Management first reported a position in VMI in Q3 2016 and held it in 7 quarters. The position peaked at $312K in Q2 2018. 233 funds tracked by Wall St. Rank hold VMI as of Q4 2018.

Cypress Asset Management reported no remaining Valmont Industries position as of Q4 2018 after selling out during the quarter.
Cypress Asset Management sold 2,034 Valmont Industries shares in Q4 2018, an estimated $282K.
Cypress Asset Management first reported a position in Valmont Industries in Q3 2016 and held it in 7 quarters.
Cypress Asset Management's Valmont Industries position peaked at $312K in Q2 2018.
233 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2018.

Based on Cypress Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.