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PFG Investments’s Valmont Industries VMI Stock Holding History

PFG 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
2023
Q4 		– Sell
-930
Closed -$223K – 547
2023
Q3 		$223K Buy
930
+12
+1% +$3.08K 0.04% 434
2023
Q2 		$267K Buy
918
+12
+1% +$3.47K 0.05% 398
2023
Q1 		$289K Buy
+906
New +$289K 0.06% 349

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

PFG Investments's VMI Position: Q4 2023 in Review

PFG Investments sold out of Valmont Industries (VMI) in Q4 2023, closing a stake of 930 shares — an estimated $223K sold.

PFG Investments first reported a position in VMI in Q1 2023 and held it in 3 quarters. The position peaked at $289K in Q1 2023. 379 funds tracked by Wall St. Rank hold VMI as of Q4 2023.

  • PFG Investments reported no remaining Valmont Industries position as of Q4 2023 after selling out during the quarter.
  • PFG Investments sold 930 Valmont Industries shares in Q4 2023, an estimated $223K.
  • PFG Investments first reported a position in Valmont Industries in Q1 2023 and held it in 3 quarters.
  • PFG Investments's Valmont Industries position peaked at $289K in Q1 2023.
  • 379 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2023.

Based on PFG Investments's 13F filing for Q4 2023, filed 17 Jan 2024.