Independent Order of Foresters’s Valmont Industries VMI Stock Holding History

Independent Order of Foresters’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
2019 Q3	–	Sell	-876	Closed	-$111K	–	21
2019 Q2	$111K	Sell	876 -80	-8%	-$9.97K	0.1%	20
2019 Q1	$124K	Buy	956 +160	+20%	+$20.6K	0.12%	20
2018 Q4	$88K	Sell	796 -10	-1%	-$1.25K	0.1%	24
2018 Q3	$112K	Hold	806	–	–	0.1%	25
2018 Q2	$122K	Hold	806	–	–	0.17%	22
2018 Q1	$118K	Sell	806 -20	-2%	-$3.13K	0.11%	94
2017 Q4	$137K	Sell	826 -340	-29%	-$55.3K	0.12%	92
2017 Q3	$184K	Hold	1,166	–	–	0.15%	89
2017 Q2	$174K	Sell	1,166 -70	-6%	-$10.5K	0.14%	92
2017 Q1	$192K	Hold	1,236	–	–	0.16%	87
2016 Q4	$174K	Sell	1,236 -720	-37%	-$100K	0.15%	91
2016 Q3	$263K	Hold	1,956	–	–	0.22%	74
2016 Q2	$265K	Hold	1,956	–	–	0.2%	72
2016 Q1	$242K	Hold	1,956	–	–	0.18%	80
2015 Q4	$207K	Sell	1,956 -194	-9%	-$21K	0.16%	82
2015 Q3	$204K	Hold	2,150	–	–	0.17%	86
2015 Q2	$255K	Hold	2,150	–	–	0.24%	76
2015 Q1	$264K	Hold	2,150	–	–	0.25%	76
2014 Q4	$273K	Sell	2,150 -200	-9%	-$26.7K	0.28%	74
2014 Q3	$317K	Sell	2,350 -800	-25%	-$115K	0.32%	73
2014 Q2	$478K	Hold	3,150	–	–	0.43%	63
2014 Q1	$469K	Hold	3,150	–	–	0.43%	61
2013 Q4	$470K	Buy	+3,150	New	+$445K	0.47%	59

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

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

Independent Order of Foresters's VMI Position: Q3 2019 in Review

Independent Order of Foresters sold out of Valmont Industries (VMI) in Q3 2019, closing a stake of 876 shares — an estimated $111K sold.

Independent Order of Foresters first reported a position in VMI in Q4 2013 and held it in 23 quarters. The position peaked at $478K in Q2 2014. 261 funds tracked by Wall St. Rank hold VMI as of Q3 2019.

Independent Order of Foresters reported no remaining Valmont Industries position as of Q3 2019 after selling out during the quarter.
Independent Order of Foresters sold 876 Valmont Industries shares in Q3 2019, an estimated $111K.
Independent Order of Foresters first reported a position in Valmont Industries in Q4 2013 and held it in 23 quarters.
Independent Order of Foresters's Valmont Industries position peaked at $478K in Q2 2014.
261 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2019.

Based on Independent Order of Foresters's 13F filing for Q3 2019, filed 8 Nov 2019.