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Marietta Investment Partners’s Valmont Industries VMI Stock Holding History

Marietta Investment Partners’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
Q3 		– Sell
-15,849
Closed -$4.61M – 167
2023
Q2 		$4.61M Sell
15,849
-1,158
-7% -$334K 1.2% 27
2023
Q1 		$5.43M Sell
17,007
-241
-1% -$76.9K 1.51% 22
2022
Q4 		$5.7M Buy
17,248
+7,944
+85% +$2.52M 1.61% 21
2022
Q3 		$2.97M Buy
+9,304
New +$2.46M 0.88% 32

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Marietta Investment Partners's VMI Position: Q3 2023 in Review

Marietta Investment Partners sold out of Valmont Industries (VMI) in Q3 2023, closing a stake of 15,849 shares — an estimated $4.61M sold.

Marietta Investment Partners first reported a position in VMI in Q3 2022 and held it in 4 quarters. The position peaked at $5.7M in Q4 2022. 381 funds tracked by Wall St. Rank hold VMI as of Q3 2023.

  • Marietta Investment Partners reported no remaining Valmont Industries position as of Q3 2023 after selling out during the quarter.
  • Marietta Investment Partners sold 15,849 Valmont Industries shares in Q3 2023, an estimated $4.61M.
  • Marietta Investment Partners first reported a position in Valmont Industries in Q3 2022 and held it in 4 quarters.
  • Marietta Investment Partners's Valmont Industries position peaked at $5.7M in Q4 2022.
  • 381 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2023.

Based on Marietta Investment Partners's 13F filing for Q3 2023, filed 14 Nov 2023.