FC
VMI icon

FORA Capital’s Valmont Industries VMI Stock Holding History

FORA Capital’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
-4,366
Closed -$997K – 548
2024
Q1 		$997K Buy
4,366
+3,390
+347% +$759K 0.08% 238
2023
Q4 		$228K Sell
976
-3,401
-78% -$748K 0.02% 407
2023
Q3 		$1.05M Buy
4,377
+1,200
+38% +$308K 0.09% 240
2023
Q2 		$925K Buy
+3,177
New +$918K 0.13% 172
2023
Q1 		– Sell
-1,309
Closed -$433K – 712
2022
Q4 		$433K Buy
+1,309
New +$415K 0.07% 295

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

FORA Capital's VMI Position: Q2 2024 in Review

FORA Capital sold out of Valmont Industries (VMI) in Q2 2024, closing a stake of 4,366 shares — an estimated $997K sold.

FORA Capital first reported a position in VMI in Q4 2022 and held it in 5 quarters. The position peaked at $1.05M in Q3 2023. 408 funds tracked by Wall St. Rank hold VMI as of Q2 2024.

  • FORA Capital reported no remaining Valmont Industries position as of Q2 2024 after selling out during the quarter.
  • FORA Capital sold 4,366 Valmont Industries shares in Q2 2024, an estimated $997K.
  • FORA Capital first reported a position in Valmont Industries in Q4 2022 and held it in 5 quarters.
  • FORA Capital's Valmont Industries position peaked at $1.05M in Q3 2023.
  • 408 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2024.

Based on FORA Capital's 13F filing for Q2 2024, filed 13 Aug 2024.