PWS
VMI icon

Peloton Wealth Strategists’s Valmont Industries VMI Stock Holding History

Peloton Wealth Strategists’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
2024
Q4 		– Sell
-1,288
Closed -$373K – 97
2024
Q3 		$373K Buy
1,288
+125
+11% +$35K 0.15% 84
2024
Q2 		$319K Sell
1,163
-300
-21% -$73.1K 0.13% 84
2024
Q1 		$334K Buy
+1,463
New +$327K 0.14% 81

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peloton Wealth Strategists's VMI Position: Q4 2024 in Review

Peloton Wealth Strategists sold out of Valmont Industries (VMI) in Q4 2024, closing a stake of 1,288 shares — an estimated $373K sold.

Peloton Wealth Strategists first reported a position in VMI in Q1 2024 and held it in 3 quarters. The position peaked at $373K in Q3 2024. 485 funds tracked by Wall St. Rank hold VMI as of Q4 2024.

  • Peloton Wealth Strategists reported no remaining Valmont Industries position as of Q4 2024 after selling out during the quarter.
  • Peloton Wealth Strategists sold 1,288 Valmont Industries shares in Q4 2024, an estimated $373K.
  • Peloton Wealth Strategists first reported a position in Valmont Industries in Q1 2024 and held it in 3 quarters.
  • Peloton Wealth Strategists's Valmont Industries position peaked at $373K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2024.

Based on Peloton Wealth Strategists's 13F filing for Q4 2024, filed 5 Feb 2025.