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Ergoteles’s Valmont Industries VMI Stock Holding History

Ergoteles’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
-2,879
Closed -$838K – 821
2023
Q2 		$838K Buy
+2,879
New +$832K 0.04% 510
2022
Q3 		– Sell
-5,655
Closed -$1.27M – 2013
2022
Q2 		$1.27M Buy
5,655
+2,055
+57% +$503K 0.04% 443
2022
Q1 		$859K Buy
+3,600
New +$819K 0.03% 482
2021
Q4 		– Sell
-4,100
Closed -$964K – 1622
2021
Q3 		$964K Buy
+4,100
New +$975K 0.04% 388

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

Ergoteles's VMI Position: Q3 2023 in Review

Ergoteles sold out of Valmont Industries (VMI) in Q3 2023, closing a stake of 2,879 shares — an estimated $838K sold.

Ergoteles first reported a position in VMI in Q3 2021 and held it in 4 quarters. The position peaked at $1.27M in Q2 2022. 380 funds tracked by Wall St. Rank hold VMI as of Q3 2023.

  • Ergoteles reported no remaining Valmont Industries position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 2,879 Valmont Industries shares in Q3 2023, an estimated $838K.
  • Ergoteles first reported a position in Valmont Industries in Q3 2021 and held it in 4 quarters.
  • Ergoteles's Valmont Industries position peaked at $1.27M in Q2 2022.
  • 380 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2023.

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