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KLR Investment Advisors’s Valmont Industries VMI Stock Holding History

KLR Investment 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
2023
Q4 		– Sell
-946
Closed -$303K – 203
2023
Q3 		$303K Buy
946
+48
+5% +$12.3K 0.28% 121
2023
Q2 		$262K Sell
898
-95
-10% -$27.4K 0.22% 154
2023
Q1 		$318K Sell
993
-94
-9% -$30K 0.28% 119
2022
Q4 		$360K Buy
+1,087
New +$345K 0.3% 103

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

KLR Investment Advisors's VMI Position: Q4 2023 in Review

KLR Investment Advisors sold out of Valmont Industries (VMI) in Q4 2023, closing a stake of 946 shares — an estimated $303K sold.

KLR Investment Advisors first reported a position in VMI in Q4 2022 and held it in 4 quarters. The position peaked at $360K in Q4 2022. 380 funds tracked by Wall St. Rank hold VMI as of Q4 2023.

  • KLR Investment Advisors reported no remaining Valmont Industries position as of Q4 2023 after selling out during the quarter.
  • KLR Investment Advisors sold 946 Valmont Industries shares in Q4 2023, an estimated $303K.
  • KLR Investment Advisors first reported a position in Valmont Industries in Q4 2022 and held it in 4 quarters.
  • KLR Investment Advisors's Valmont Industries position peaked at $360K in Q4 2022.
  • 380 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2023.

Based on KLR Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.