LAS
VMI icon

Lloyd Advisory Services’s Valmont Industries VMI Stock Holding History

Lloyd Advisory Services’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
-1,073
Closed -$258K – 331
2023
Q3 		$258K Buy
+1,073
New +$276K 0.08% 201

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Lloyd Advisory Services's VMI Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Valmont Industries (VMI) in Q4 2023, closing a stake of 1,073 shares — an estimated $258K sold.

Lloyd Advisory Services first reported a position in VMI in Q3 2023 and held it in 1 quarter. The position peaked at $258K in Q3 2023. 379 funds tracked by Wall St. Rank hold VMI as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Valmont Industries position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,073 Valmont Industries shares in Q4 2023, an estimated $258K.
  • Lloyd Advisory Services first reported a position in Valmont Industries in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Valmont Industries position peaked at $258K in Q3 2023.
  • 379 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.