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JOYN Advisors’s Valmont Industries VMI Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-53
Closed -$6K – 1368
2018
Q4 		$6K Buy
53
+31
+141% +$3.86K ﹤0.01% 1206
2018
Q3 		$3K Sell
22
-4
-15% -$563 ﹤0.01% 1391
2018
Q2 		$4K Buy
26
+23
+767% +$3.36K ﹤0.01% 1233
2018
Q1 		$0 Buy
+3
New +$469 ﹤0.01% 1419

Other funds holding VMI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JOYN Advisors's VMI Position: Q1 2019 in Review

JOYN Advisors sold out of Valmont Industries (VMI) in Q1 2019, closing a stake of 53 shares — an estimated $6K sold.

JOYN Advisors first reported a position in VMI in Q1 2018 and held it in 4 quarters. The position peaked at $6K in Q4 2018. 246 funds tracked by Wall St. Rank hold VMI as of Q1 2019.

  • JOYN Advisors reported no remaining Valmont Industries position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 53 Valmont Industries shares in Q1 2019, an estimated $6K.
  • JOYN Advisors first reported a position in Valmont Industries in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Valmont Industries position peaked at $6K in Q4 2018.
  • 246 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.