Next Financial Group’s Valmont Industries VMI Stock Holding History

Next Financial Group’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
2021 Q4	$17K	Buy	67 +42	+168%	+$10.3K	﹤0.01%	1972
2021 Q3	$6K	Buy	25 +10	+67%	+$2.38K	﹤0.01%	2221
2021 Q2	$4K	Hold	15	–	–	﹤0.01%	2277
2021 Q1	$4K	Sell	15 -30	-67%	-$6.65K	﹤0.01%	2186
2020 Q4	$8K	Hold	45	–	–	﹤0.01%	1859
2020 Q3	$6K	Buy	+45	New	+$5.54K	﹤0.01%	1803
2020 Q2	–	Sell	-55	Closed	-$6K	–	1862
2020 Q1	$6K	Hold	55	–	–	﹤0.01%	1674
2019 Q4	$8K	Hold	55	–	–	﹤0.01%	1855
2019 Q3	$8K	Hold	55	–	–	﹤0.01%	1786
2019 Q2	$7K	Buy	+55	New	+$6.86K	﹤0.01%	1805
2019 Q1	–	Sell	-79	Closed	-$9K	–	2121
2018 Q4	$9K	Buy	+79	New	+$9.85K	﹤0.01%	1392
2017 Q1	–	Sell	-7	Closed	-$1K	–	2298
2016 Q4	$1K	Hold	7	–	–	﹤0.01%	2323
2016 Q3	$1K	Sell	7 -361	-98%	-$47.6K	﹤0.01%	2317
2016 Q2	$49K	Hold	368	–	–	0.02%	660
2016 Q1	$45K	Buy	+368	New	+$40.8K	0.02%	657

Other funds holding VMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Next Financial Group's VMI Position: Q4 2021 in Review

Next Financial Group increased its Valmont Industries (VMI) stake by 168% in Q4 2021, buying an estimated $10.3K and bringing the position to 67 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Next Financial Group first reported a position in VMI in Q1 2016 and has held it in 15 quarters since. The position peaked at $49K in Q2 2016. 288 funds tracked by Wall St. Rank hold VMI as of Q4 2021.

Next Financial Group held 67 shares of Valmont Industries worth $17K as of Q4 2021.
Next Financial Group bought 42 Valmont Industries shares in Q4 2021, an estimated $10.3K.
Valmont Industries made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1972 holding.
Next Financial Group first reported a position in Valmont Industries in Q1 2016 and has held it in 15 quarters since.
Next Financial Group's Valmont Industries position peaked at $49K in Q2 2016.
288 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.