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Dean Investment Associates’s Valmont Industries VMI Stock Holding History

Dean Investment Associates’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
2021
Q1 		– Sell
-9,418
Closed -$1.65M – 239
2020
Q4 		$1.65M Sell
9,418
-1,750
-16% -$273K 0.34% 121
2020
Q3 		$1.39M Sell
11,168
-1,945
-15% -$239K 0.33% 115
2020
Q2 		$1.49M Sell
13,113
-10,177
-44% -$1.13M 0.36% 119
2020
Q1 		$2.47M Buy
23,290
+1,055
+5% +$137K 0.53% 82
2019
Q4 		$3.33M Buy
22,235
+1,135
+5% +$160K 0.52% 80
2019
Q3 		$2.92M Sell
21,100
-16,635
-44% -$2.23M 0.43% 112
2019
Q2 		$4.79M Buy
37,735
+13,860
+58% +$1.73M 0.69% 59
2019
Q1 		$3.11M Sell
23,875
-9,045
-27% -$1.17M 0.45% 100
2018
Q4 		$3.65M Sell
32,920
-1,180
-3% -$147K 0.58% 79
2018
Q3 		$4.72M Buy
34,100
+5,005
+17% +$704K 0.66% 63
2018
Q2 		$4.39M Sell
29,095
-1,050
-3% -$154K 0.65% 67
2018
Q1 		$4.41M Buy
30,145
+11,435
+61% +$1.79M 0.65% 67
2017
Q4 		$3.1M Sell
18,710
-1,195
-6% -$194K 0.47% 101
2017
Q3 		$3.15M Sell
19,905
-12,425
-38% -$1.87M 0.48% 103
2017
Q2 		$4.84M Buy
+32,330
New +$4.86M 0.74% 59
2015
Q3 		– Sell
-18,500
Closed -$2.2M – 242
2015
Q2 		$2.2M Buy
18,500
+7,465
+68% +$920K 0.5% 74
2015
Q1 		$1.36M Buy
+11,035
New +$1.35M 0.31% 115

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dean Investment Associates's VMI Position: Q1 2021 in Review

Dean Investment Associates sold out of Valmont Industries (VMI) in Q1 2021, closing a stake of 9,418 shares — an estimated $1.65M sold.

Dean Investment Associates first reported a position in VMI in Q1 2015 and held it in 17 quarters. The position peaked at $4.84M in Q2 2017. 301 funds tracked by Wall St. Rank hold VMI as of Q1 2021.

  • Dean Investment Associates reported no remaining Valmont Industries position as of Q1 2021 after selling out during the quarter.
  • Dean Investment Associates sold 9,418 Valmont Industries shares in Q1 2021, an estimated $1.65M.
  • Dean Investment Associates first reported a position in Valmont Industries in Q1 2015 and held it in 17 quarters.
  • Dean Investment Associates's Valmont Industries position peaked at $4.84M in Q2 2017.
  • 301 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2021.

Based on Dean Investment Associates's 13F filing for Q1 2021, filed 4 May 2021.