Oakbrook Investments’s Valmont Industries VMI Stock Holding History

Oakbrook Investments’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
2020 Q1	–	Sell	-1,950	Closed	-$292K	–	502
2019 Q4	$292K	Hold	1,950	–	–	0.06%	471
2019 Q3	$270K	Sell	1,950 -50	-3%	-$6.71K	0.02%	514
2019 Q2	$254K	Sell	2,000 -350	-15%	-$43.6K	0.02%	524
2019 Q1	$306K	Buy	+2,350	New	+$303K	0.02%	495
2018 Q4	–	Sell	-2,300	Closed	-$319K	–	658
2018 Q3	$319K	Buy	2,300 +200	+10%	+$28.1K	0.02%	535
2018 Q2	$317K	Buy	+2,100	New	+$307K	0.02%	446
2017 Q4	–	Sell	-1,759	Closed	-$278K	–	622
2017 Q3	$278K	Sell	1,759 -150	-8%	-$22.6K	0.02%	469
2017 Q2	$286K	Buy	+1,909	New	+$287K	0.02%	436
2013 Q4	–	Sell	-1,530	Closed	-$213K	–	629
2013 Q3	$213K	Sell	1,530 -1,800	-54%	-$257K	0.01%	563
2013 Q2	$476K	Buy	+3,330	New	+$488K	0.01%	440

Other funds holding VMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Oakbrook Investments's VMI Position: Q1 2020 in Review

Oakbrook Investments sold out of Valmont Industries (VMI) in Q1 2020, closing a stake of 1,950 shares — an estimated $292K sold.

Oakbrook Investments first reported a position in VMI in Q2 2013 and held it in 10 quarters. The position peaked at $476K in Q2 2013. 238 funds tracked by Wall St. Rank hold VMI as of Q1 2020.

Oakbrook Investments reported no remaining Valmont Industries position as of Q1 2020 after selling out during the quarter.
Oakbrook Investments sold 1,950 Valmont Industries shares in Q1 2020, an estimated $292K.
Oakbrook Investments first reported a position in Valmont Industries in Q2 2013 and held it in 10 quarters.
Oakbrook Investments's Valmont Industries position peaked at $476K in Q2 2013.
238 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.