Gofen & Glossberg’s Valmont Industries VMI Stock Holding History

Gofen & Glossberg’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
2022 Q4	$430K	Hold	1,300	–	–	0.01%	369
2022 Q3	$349K	Hold	1,300	–	–	0.01%	381
2022 Q2	$292K	Hold	1,300	–	–	0.01%	419
2022 Q1	$310K	Hold	1,300	–	–	0.01%	430
2021 Q4	$326K	Hold	1,300	–	–	0.01%	432
2021 Q3	$306K	Hold	1,300	–	–	0.01%	434
2021 Q2	$307K	Hold	1,300	–	–	0.01%	427
2021 Q1	$309K	Hold	1,300	–	–	0.01%	406
2020 Q4	$227K	Buy	+1,300	New	+$202K	0.01%	455
2018 Q1	–	Sell	-1,300	Closed	-$216K	–	479
2017 Q4	$216K	Sell	1,300 -20	-2%	-$3.25K	0.01%	443
2017 Q3	$209K	Buy	+1,320	New	+$199K	0.01%	438
2017 Q2	–	Sell	-1,320	Closed	-$205K	–	477
2017 Q1	$205K	Buy	+1,320	New	+$195K	0.01%	439
2013 Q3	–	Sell	-1,500	Closed	-$215K	–	521
2013 Q2	$215K	Buy	+1,500	New	+$220K	0.01%	362

Other funds holding VMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Gofen & Glossberg's VMI Position: Q4 2022 in Review

Gofen & Glossberg held its Valmont Industries (VMI) position steady in Q4 2022 at 1,300 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #369.

Gofen & Glossberg first reported a position in VMI in Q2 2013 and has held it in 13 quarters since. 353 funds tracked by Wall St. Rank hold VMI as of Q4 2022.

Gofen & Glossberg held 1,300 shares of Valmont Industries worth $430K as of Q4 2022.
Gofen & Glossberg left its Valmont Industries share count unchanged in Q4 2022.
Valmont Industries made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #369 holding.
Gofen & Glossberg first reported a position in Valmont Industries in Q2 2013 and has held it in 13 quarters since.
353 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.