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OneDigital Investment Advisors’s Valmont Industries VMI Stock Holding History

OneDigital Investment Advisors’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
-46,872
Closed -$11.3M – 1150
2023
Q3 		$11.3M Hold
46,872
– – 0.24% 88
2023
Q2 		$13.6M Hold
46,872
– – 0.3% 70
2023
Q1 		$15M Hold
46,872
– – 0.35% 60
2022
Q4 		$15.5M Sell
46,872
-546
-1% -$173K 0.45% 47
2022
Q3 		$12.7M Sell
47,418
-1,470
-3% -$388K 0.47% 43
2022
Q2 		$11M Hold
48,888
– – 0.47% 33
2022
Q1 		$11.7M Hold
48,888
– – 0.44% 37
2021
Q4 		$12.2M Sell
48,888
-1,555
-3% -$381K 0.43% 38
2021
Q3 		$11.9M Sell
50,443
-400
-0.8% -$95.1K 0.47% 34
2021
Q2 		$12M Sell
50,843
-3,215
-6% -$778K 0.49% 35
2021
Q1 		$12.8M Hold
54,058
– – 0.6% 30
2020
Q4 		$10.8M Hold
54,058
– – 0.56% 34
2020
Q3 		$6.76M Sell
54,058
-100
-0.2% -$12.3K 0.47% 47
2020
Q2 		$6.79M Hold
54,158
– – 0.49% 46
2020
Q1 		$5.5M Sell
54,158
-100
-0.2% -$13K 0.49% 47
2019
Q4 		$8.13M Sell
54,258
-300
-0.5% -$42.4K 0.64% 30
2019
Q3 		$7.55M Buy
+54,558
New +$7.32M 0.68% 27
2019
Q2 		– Sell
-54,558
Closed -$7.13M – 1279
2019
Q1 		$7.13M Hold
54,558
– – 1.04% 15
2018
Q4 		$6.05M Sell
54,558
-335
-0.6% -$41.8K 1.02% 15
2018
Q3 		$7.6M Sell
54,893
-50
-0.1% -$7.04K 1.78% 10
2018
Q2 		$8.28M Hold
54,943
– – 1.74% 11
2018
Q1 		$8.04M Hold
54,943
– – 1.77% 12
2017
Q4 		$9.11M Buy
+54,943
New +$8.94M 1.04% 10
2017
Q3 		– Sell
-55,075
Closed -$8.24M – 1170
2017
Q2 		$8.24M Buy
+55,075
New +$8.28M 2.46% 8

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

OneDigital Investment Advisors's VMI Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of Valmont Industries (VMI) in Q4 2023, closing a stake of 46,872 shares — an estimated $11.3M sold.

OneDigital Investment Advisors first reported a position in VMI in Q2 2017 and held it in 24 quarters. The position peaked at $15.5M in Q4 2022. 380 funds tracked by Wall St. Rank hold VMI as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining Valmont Industries position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 46,872 Valmont Industries shares in Q4 2023, an estimated $11.3M.
  • OneDigital Investment Advisors first reported a position in Valmont Industries in Q2 2017 and held it in 24 quarters.
  • OneDigital Investment Advisors's Valmont Industries position peaked at $15.5M in Q4 2022.
  • 380 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.