JHP
VMI icon

James Hambro & Partners’s Valmont Industries VMI Stock Holding History

James Hambro & Partners’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
Q3 		– Sell
-1,000
Closed -$225K – 68
2022
Q2 		$225K Hold
1,000
– – 0.02% 57
2022
Q1 		$239K Hold
1,000
– – 0.02% 64
2021
Q4 		$251K Sell
1,000
-200
-17% -$49K 0.02% 67
2021
Q3 		$282K Sell
1,200
-1,118
-48% -$266K 0.02% 76
2021
Q2 		$547K Hold
2,318
– – 0.04% 45
2021
Q1 		$551K Hold
2,318
– – 0.05% 50
2020
Q4 		$406K Buy
+2,318
New +$361K 0.05% 53

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

James Hambro & Partners's VMI Position: Q3 2022 in Review

James Hambro & Partners sold out of Valmont Industries (VMI) in Q3 2022, closing a stake of 1,000 shares — an estimated $225K sold.

James Hambro & Partners first reported a position in VMI in Q4 2020 and held it in 7 quarters. The position peaked at $551K in Q1 2021. 318 funds tracked by Wall St. Rank hold VMI as of Q3 2022.

  • James Hambro & Partners reported no remaining Valmont Industries position as of Q3 2022 after selling out during the quarter.
  • James Hambro & Partners sold 1,000 Valmont Industries shares in Q3 2022, an estimated $225K.
  • James Hambro & Partners first reported a position in Valmont Industries in Q4 2020 and held it in 7 quarters.
  • James Hambro & Partners's Valmont Industries position peaked at $551K in Q1 2021.
  • 318 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2022.

Based on James Hambro & Partners's 13F filing for Q3 2022, filed 20 Oct 2022.