Luminus Management’s Valmont Industries VMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,250	Closed	-$1.01M	–	81
2021 Q1	$1.01M	Buy	+4,250	New	+$1.01M	0.19%	44
2019 Q4	–	Sell	-11,556	Closed	-$1.6M	–	116
2019 Q3	$1.6M	Buy	+11,556	New	+$1.6M	0.05%	80