De Burlo Group’s Valmont Industries VMI Stock Holding History

De Burlo Group’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
2015 Q1	–	Sell	-4,500	Closed	-$571K	–	112
2014 Q4	$571K	Sell	4,500 -29,500	-87%	-$3.94M	0.12%	79
2014 Q3	$4.59M	Sell	34,000 -13,800	-29%	-$1.98M	1.01%	40
2014 Q2	$7.26M	Buy	47,800 +4,700	+11%	+$723K	1.64%	22
2014 Q1	$6.42M	Hold	43,100	–	–	1.55%	26
2013 Q4	$6.43M	Hold	43,100	–	–	1.53%	27
2013 Q3	$5.99M	Sell	43,100 -900	-2%	-$129K	1.63%	23
2013 Q2	$6.29M	Buy	+44,000	New	+$6.45M	1.86%	17

Other funds holding VMI

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

De Burlo Group's VMI Position: Q1 2015 in Review

De Burlo Group sold out of Valmont Industries (VMI) in Q1 2015, closing a stake of 4,500 shares — an estimated $571K sold.

De Burlo Group first reported a position in VMI in Q2 2013 and held it in 7 quarters. The position peaked at $7.26M in Q2 2014. 253 funds tracked by Wall St. Rank hold VMI as of Q1 2015.

De Burlo Group reported no remaining Valmont Industries position as of Q1 2015 after selling out during the quarter.
De Burlo Group sold 4,500 Valmont Industries shares in Q1 2015, an estimated $571K.
De Burlo Group first reported a position in Valmont Industries in Q2 2013 and held it in 7 quarters.
De Burlo Group's Valmont Industries position peaked at $7.26M in Q2 2014.
253 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2015.

Based on De Burlo Group's 13F filing for Q1 2015, filed 7 May 2015.