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Disciplined Investments’s Valmont Industries VMI Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-4
Closed -$1.16K – 1496
2023
Q2 		$1.16K Hold
4
– – ﹤0.01% 898
2023
Q1 		$1.28K Sell
4
-1
-20% -$319 ﹤0.01% 858
2022
Q4 		$1.65K Hold
5
– – ﹤0.01% 689
2022
Q3 		$1K Buy
5
+2
+67% +$529 ﹤0.01% 1121
2022
Q2 		$1K Hold
3
– – ﹤0.01% 1155
2022
Q1 		$1K Buy
+3
New +$682 ﹤0.01% 1220

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Disciplined Investments's VMI Position: Q3 2023 in Review

Disciplined Investments sold out of Valmont Industries (VMI) in Q3 2023, closing a stake of 4 shares — an estimated $1.16K sold.

Disciplined Investments first reported a position in VMI in Q1 2022 and held it in 6 quarters. The position peaked at $1.65K in Q4 2022. 380 funds tracked by Wall St. Rank hold VMI as of Q3 2023.

  • Disciplined Investments reported no remaining Valmont Industries position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 4 Valmont Industries shares in Q3 2023, an estimated $1.16K.
  • Disciplined Investments first reported a position in Valmont Industries in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Valmont Industries position peaked at $1.65K in Q4 2022.
  • 380 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.