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FDx Advisors’s Valmont Industries VMI Stock Holding History

FDx Advisors’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
Q2 		– Sell
-1,581
Closed -$376K – 862
2021
Q1 		$376K Sell
1,581
-26
-2% -$5.77K 0.01% 553
2020
Q4 		$281K Sell
1,607
-163
-9% -$25.4K 0.01% 591
2020
Q3 		$220K Buy
+1,770
New +$218K 0.01% 565
2018
Q2 		– Sell
-4,274
Closed -$625K – 1104
2018
Q1 		$625K Sell
4,274
-91
-2% -$14.2K 0.02% 665
2017
Q4 		$724K Buy
4,365
+521
+14% +$84.8K 0.02% 657
2017
Q3 		$608K Buy
3,844
+586
+18% +$88.3K 0.02% 715
2017
Q2 		$487K Buy
3,258
+561
+21% +$84.3K 0.01% 784
2017
Q1 		$419K Buy
2,697
+559
+26% +$82.6K 0.01% 845
2016
Q4 		$301K Buy
2,138
+50
+2% +$6.94K 0.01% 950
2016
Q3 		$281K Buy
2,088
+268
+15% +$35.3K 0.01% 791
2016
Q2 		$246K Buy
+1,820
New +$241K 0.01% 793
2014
Q4 		– Sell
-1,944
Closed -$262K – 953
2014
Q3 		$262K Sell
1,944
-74
-4% -$10.6K 0.02% 834
2014
Q2 		$307K Sell
2,018
-1,882
-48% -$290K 0.02% 772
2014
Q1 		$580K Buy
3,900
+1,861
+91% +$275K 0.05% 395
2013
Q4 		$304K Sell
2,039
-15
-0.7% -$2.12K 0.03% 522
2013
Q3 		$285K Buy
2,054
+182
+10% +$26K 0.03% 455
2013
Q2 		$268K Buy
+1,872
New +$274K 0.04% 412

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FDx Advisors's VMI Position: Q2 2021 in Review

FDx Advisors sold out of Valmont Industries (VMI) in Q2 2021, closing a stake of 1,581 shares — an estimated $376K sold.

FDx Advisors first reported a position in VMI in Q2 2013 and held it in 17 quarters. The position peaked at $724K in Q4 2017. 304 funds tracked by Wall St. Rank hold VMI as of Q2 2021.

  • FDx Advisors reported no remaining Valmont Industries position as of Q2 2021 after selling out during the quarter.
  • FDx Advisors sold 1,581 Valmont Industries shares in Q2 2021, an estimated $376K.
  • FDx Advisors first reported a position in Valmont Industries in Q2 2013 and held it in 17 quarters.
  • FDx Advisors's Valmont Industries position peaked at $724K in Q4 2017.
  • 304 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2021.

Based on FDx Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.