Jacobs Levy Equity Management’s Valmont Industries VMI Stock Holding History

Jacobs Levy Equity Management’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 Q4	–	Sell	-53,782	Closed	-$7.45M	–	1071
2019 Q3	$7.45M	Buy	53,782 +5,940	+12%	+$797K	0.09%	264
2019 Q2	$6.07M	Buy	47,842 +33,539	+234%	+$4.18M	0.08%	304
2019 Q1	$1.86M	Buy	14,303 +570	+4%	+$73.5K	0.03%	522
2018 Q4	$1.52M	Sell	13,733 -7,262	-35%	-$905K	0.03%	522
2018 Q3	$2.91M	Sell	20,995 -90	-0.4%	-$12.7K	0.04%	435
2018 Q2	$3.18M	Sell	21,085 -820	-4%	-$120K	0.05%	401
2018 Q1	$3.21M	Sell	21,905 -11,828	-35%	-$1.85M	0.05%	372
2017 Q4	$5.59M	Buy	33,733 +24,422	+262%	+$3.97M	0.1%	259
2017 Q3	$1.47M	Buy	9,311 +5,760	+162%	+$868K	0.03%	505
2017 Q2	$531K	Buy	+3,551	New	+$534K	0.01%	688
2013 Q3	–	Sell	-65,228	Closed	-$9.33M	–	1026
2013 Q2	$9.33M	Buy	+65,228	New	+$9.56M	0.16%	180

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Jacobs Levy Equity Management's VMI Position: Q4 2019 in Review

Jacobs Levy Equity Management sold out of Valmont Industries (VMI) in Q4 2019, closing a stake of 53,782 shares — an estimated $7.45M sold.

Jacobs Levy Equity Management first reported a position in VMI in Q2 2013 and held it in 11 quarters. The position peaked at $9.33M in Q2 2013. 254 funds tracked by Wall St. Rank hold VMI as of Q4 2019.

Jacobs Levy Equity Management reported no remaining Valmont Industries position as of Q4 2019 after selling out during the quarter.
Jacobs Levy Equity Management sold 53,782 Valmont Industries shares in Q4 2019, an estimated $7.45M.
Jacobs Levy Equity Management first reported a position in Valmont Industries in Q2 2013 and held it in 11 quarters.
Jacobs Levy Equity Management's Valmont Industries position peaked at $9.33M in Q2 2013.
254 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2019, filed 14 Feb 2020.