Pathstone Family Office’s Valmont Industries VMI Stock Holding History

Pathstone Family Office’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	$1.41M	Buy	5,863 +2,041	+53%	+$525K	0.01%	575
2023 Q2	$1.13M	Buy	3,822 +735	+24%	+$212K	0.02%	442
2023 Q1	$1M	Sell	3,087 -4,389	-59%	-$1.4M	0.02%	441
2022 Q4	$2.29M	Sell	7,476 -846	-10%	-$268K	0.02%	468
2022 Q3	$2.24M	Buy	8,322 +5,057	+155%	+$1.34M	0.02%	399
2022 Q2	$735K	Buy	3,265 +603	+23%	+$148K	0.02%	429
2022 Q1	$636K	Sell	2,662 -617	-19%	-$140K	0.01%	461
2021 Q4	$823K	Buy	3,279 +300	+10%	+$73.5K	0.02%	385
2021 Q3	$702K	Buy	2,979 +752	+34%	+$179K	0.02%	395
2021 Q2	$527K	Buy	2,227 +544	+32%	+$132K	0.02%	450
2021 Q1	$401K	Buy	+1,683	New	+$373K	0.01%	401

Other funds holding VMI

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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Pathstone Family Office's VMI Position: Q3 2023 in Review

Pathstone Family Office increased its Valmont Industries (VMI) stake by 53% in Q3 2023, buying an estimated $525K and bringing the position to 5,863 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #575.

Pathstone Family Office first reported a position in VMI in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.29M in Q4 2022. 380 funds tracked by Wall St. Rank hold VMI as of Q3 2023.

Pathstone Family Office held 5,863 shares of Valmont Industries worth $1.41M as of Q3 2023.
Pathstone Family Office bought 2,041 Valmont Industries shares in Q3 2023, an estimated $525K.
Valmont Industries made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #575 holding.
Pathstone Family Office first reported a position in Valmont Industries in Q1 2021 and has held it in 11 quarters since.
Pathstone Family Office's Valmont Industries position peaked at $2.29M in Q4 2022.
380 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.