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Kore Private Wealth’s Valmont Industries VMI Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-48
Closed -$5K – 1053
2020
Q2 		$5K Buy
48
+42
+700% +$4.66K ﹤0.01% 931
2020
Q1 		$1K Sell
6
-1
-14% -$130 ﹤0.01% 1034
2019
Q4 		$1K Buy
+7
New +$989 ﹤0.01% 1019

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kore Private Wealth's VMI Position: Q3 2020 in Review

Kore Private Wealth sold out of Valmont Industries (VMI) in Q3 2020, closing a stake of 48 shares — an estimated $5K sold.

Kore Private Wealth first reported a position in VMI in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 249 funds tracked by Wall St. Rank hold VMI as of Q3 2020.

  • Kore Private Wealth reported no remaining Valmont Industries position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 48 Valmont Industries shares in Q3 2020, an estimated $5K.
  • Kore Private Wealth first reported a position in Valmont Industries in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Valmont Industries position peaked at $5K in Q2 2020.
  • 249 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.