Private Advisor Group’s Valmont Industries VMI Stock Holding History

Private Advisor Group’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 Q2	–	Sell	-1,809	Closed	-$413K	–	2472
2024 Q1	$413K	Sell	1,809 -233	-11%	-$52.1K	﹤0.01%	1635
2023 Q4	$477K	Buy	2,042 +60	+3%	+$13.2K	﹤0.01%	1513
2023 Q3	$476K	Buy	1,982 +11	+0.6%	+$2.83K	﹤0.01%	1395
2023 Q2	$528K	Buy	1,971 +1	+0.1%	+$289	﹤0.01%	1345
2023 Q1	$629K	Sell	1,970 -376	-16%	-$120K	0.01%	1222
2022 Q4	$699K	Buy	2,346 +357	+18%	+$113K	0.04%	459
2022 Q3	$534K	Sell	1,989 -522	-21%	-$138K	0.01%	1198
2022 Q2	$564K	Sell	2,511 -4,629	-65%	-$1.13M	0.01%	1346
2022 Q1	$1.7M	Buy	7,140 +3,966	+125%	+$902K	0.01%	856
2021 Q4	$795K	Buy	+3,174	New	+$778K	0.01%	1229
2020 Q3	–	Sell	-12	Closed	-$1K	–	3370
2020 Q2	$1K	Buy	+12	New	+$1.33K	﹤0.01%	3769

Other funds holding VMI

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Advisor Group's VMI Position: Q2 2024 in Review

Private Advisor Group sold out of Valmont Industries (VMI) in Q2 2024, closing a stake of 1,809 shares — an estimated $413K sold.

Private Advisor Group first reported a position in VMI in Q2 2020 and held it in 11 quarters. The position peaked at $1.7M in Q1 2022. 408 funds tracked by Wall St. Rank hold VMI as of Q2 2024.

Private Advisor Group reported no remaining Valmont Industries position as of Q2 2024 after selling out during the quarter.
Private Advisor Group sold 1,809 Valmont Industries shares in Q2 2024, an estimated $413K.
Private Advisor Group first reported a position in Valmont Industries in Q2 2020 and held it in 11 quarters.
Private Advisor Group's Valmont Industries position peaked at $1.7M in Q1 2022.
408 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2024.

Based on Private Advisor Group's 13F filing for Q2 2024, filed 5 Aug 2024.