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Edmond de Rothschild Holding’s Valmont Industries VMI Stock Holding History

Edmond de Rothschild Holding’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
2024
Q2 		– Sell
-1,000
Closed -$228K – 717
2024
Q1 		$228K Hold
1,000
– – ﹤0.01% 417
2023
Q4 		$234K Buy
+1,000
New +$220K ﹤0.01% 414

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edmond de Rothschild Holding's VMI Position: Q2 2024 in Review

Edmond de Rothschild Holding sold out of Valmont Industries (VMI) in Q2 2024, closing a stake of 1,000 shares — an estimated $228K sold.

Edmond de Rothschild Holding first reported a position in VMI in Q4 2023 and held it in 2 quarters. The position peaked at $234K in Q4 2023. 408 funds tracked by Wall St. Rank hold VMI as of Q2 2024.

  • Edmond de Rothschild Holding reported no remaining Valmont Industries position as of Q2 2024 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 1,000 Valmont Industries shares in Q2 2024, an estimated $228K.
  • Edmond de Rothschild Holding first reported a position in Valmont Industries in Q4 2023 and held it in 2 quarters.
  • Edmond de Rothschild Holding's Valmont Industries position peaked at $234K in Q4 2023.
  • 408 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2024.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2024, filed 13 Aug 2024.