KIG
VMI icon

Kovitz Investment Group’s Valmont Industries VMI Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$36.3M Sell
341,976
-9,626
-3% -$1.04M 2.23% 16
2015
Q3 		$33.4M Buy
351,602
+5,343
+2% +$584K 1.94% 22
2015
Q2 		$41.2M Sell
346,259
-8,430
-2% -$1.04M 2.29% 17
2015
Q1 		$43.6M Buy
354,689
+148,000
+72% +$18.1M 2.39% 20
2014
Q4 		$26.2M Buy
206,689
+2,459
+1% +$328K 1.29% 33
2014
Q3 		$27.6M Buy
+204,230
New +$29.3M 1.41% 32

Other funds holding VMI

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return