KI
VMI icon

Kula Investments’s Valmont Industries VMI Stock Holding History

Kula Investments’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
Q1 		$256K Buy
+801
New +$256K 0.06% 506

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Kula Investments's VMI Position: Q1 2023 in Review

Kula Investments opened a new position in Valmont Industries (VMI) in Q1 2023: 801 shares worth $256K. The stake represents 0.06% of the portfolio and ranks #506 among its holdings.

363 funds tracked by Wall St. Rank hold VMI as of Q1 2023.

  • Kula Investments held 801 shares of Valmont Industries worth $256K as of Q1 2023.
  • Valmont Industries was a new Kula Investments position in Q1 2023.
  • Valmont Industries made up 0.06% of Kula Investments's portfolio in Q1 2023, its #506 holding.
  • 363 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.