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Phoenix Financial’s Valmont Industries VMI Stock Holding History

Phoenix Financial’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
2025
Q1 		– Sell
-734
Closed -$225K – 417
2024
Q4 		$225K Sell
734
-36
-5% -$11.6K ﹤0.01% 333
2024
Q3 		$224K Sell
770
-195
-20% -$54.6K ﹤0.01% 324
2024
Q2 		$265K Buy
965
+15
+2% +$3.66K ﹤0.01% 299
2024
Q1 		$216K Sell
950
-175
-16% -$39.2K ﹤0.01% 371
2023
Q4 		$263K Buy
+1,125
New +$247K ﹤0.01% 280
2022
Q4 		– Sell
-1,038
Closed -$283K – 350
2022
Q3 		$283K Sell
1,038
-384
-27% -$101K 0.01% 287
2022
Q2 		$312K Sell
1,422
-116
-8% -$28.4K 0.01% 316
2022
Q1 		$369K Sell
1,538
-175
-10% -$39.8K 0.01% 316
2021
Q4 		$425K Sell
1,713
-121
-7% -$29.7K 0.01% 299
2021
Q3 		$435K Buy
+1,834
New +$436K 0.01% 336
2021
Q2 		– Sell
-885
Closed -$211K – 416
2021
Q1 		$211K Buy
+885
New +$196K ﹤0.01% 386

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Phoenix Financial's VMI Position: Q1 2025 in Review

Phoenix Financial sold out of Valmont Industries (VMI) in Q1 2025, closing a stake of 734 shares — an estimated $225K sold.

Phoenix Financial first reported a position in VMI in Q1 2021 and held it in 11 quarters. The position peaked at $435K in Q3 2021. 501 funds tracked by Wall St. Rank hold VMI as of Q1 2025.

  • Phoenix Financial reported no remaining Valmont Industries position as of Q1 2025 after selling out during the quarter.
  • Phoenix Financial sold 734 Valmont Industries shares in Q1 2025, an estimated $225K.
  • Phoenix Financial first reported a position in Valmont Industries in Q1 2021 and held it in 11 quarters.
  • Phoenix Financial's Valmont Industries position peaked at $435K in Q3 2021.
  • 501 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.