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Lebenthal Holdings’s Valmont Industries VMI Stock Holding History

Lebenthal Holdings’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
Q2 		– Sell
-1,907
Closed -$234K – 327
2015
Q1 		$234K Buy
+1,907
New +$234K 0.06% 273

Other funds holding VMI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 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

Lebenthal Holdings's VMI Position: Q2 2015 in Review

Lebenthal Holdings sold out of Valmont Industries (VMI) in Q2 2015, closing a stake of 1,907 shares — an estimated $234K sold.

Lebenthal Holdings first reported a position in VMI in Q1 2015 and held it in 1 quarter. The position peaked at $234K in Q1 2015. 253 funds tracked by Wall St. Rank hold VMI as of Q2 2015.

  • Lebenthal Holdings reported no remaining Valmont Industries position as of Q2 2015 after selling out during the quarter.
  • Lebenthal Holdings sold 1,907 Valmont Industries shares in Q2 2015, an estimated $234K.
  • Lebenthal Holdings first reported a position in Valmont Industries in Q1 2015 and held it in 1 quarter.
  • Lebenthal Holdings's Valmont Industries position peaked at $234K in Q1 2015.
  • 253 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2015.

Based on Lebenthal Holdings's 13F filing for Q2 2015, filed 4 Aug 2015.