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Financial Gravity Companies’s Valmont Industries VMI Stock Holding History

Financial Gravity Companies’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
Q4 		$613 Sell
2
-7
-78% -$2.25K ﹤0.01% 848
2024
Q3 		$2.61K Buy
+9
New +$2.52K ﹤0.01% 474
2018
Q4 		$0 Buy
+1
New +$125 ﹤0.01% 1528
2018
Q1 		$0 Hold
1
– – ﹤0.01% 1663
2017
Q4 		$0 Buy
+1
New +$163 ﹤0.01% 1477

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Companies's VMI Position: Q4 2024 in Review

Financial Gravity Companies reduced its Valmont Industries (VMI) stake by 78% in Q4 2024, selling an estimated $2.25K and leaving 2 shares worth $613. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Financial Gravity Companies first reported a position in VMI in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.61K in Q3 2024. 485 funds tracked by Wall St. Rank hold VMI as of Q4 2024.

  • Financial Gravity Companies held 2 shares of Valmont Industries worth $613 as of Q4 2024.
  • Financial Gravity Companies sold 7 Valmont Industries shares in Q4 2024, an estimated $2.25K.
  • Valmont Industries made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #848 holding.
  • Financial Gravity Companies first reported a position in Valmont Industries in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Valmont Industries position peaked at $2.61K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.