Red Cedar Capital’s Valmont Industries VMI Stock Holding History

Red Cedar Capital’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
2022 Q4	$3.1M	Sell	9,386 -2,007	-18%	-$637K	1.97%	16
2022 Q3	$3.06M	Hold	11,393	–	–	2.11%	17
2022 Q2	$2.56M	Hold	11,393	–	–	1.73%	17
2022 Q1	$2.72M	Hold	11,393	–	–	1.64%	18
2021 Q4	$2.85M	Buy	11,393 +9,564	+523%	+$2.34M	1.63%	19
2021 Q3	$430K	Buy	1,829 +10	+0.5%	+$2.38K	0.26%	48
2021 Q2	$432K	Hold	1,819	–	–	0.27%	49
2021 Q1	$432K	Hold	1,819	–	–	0.29%	49
2020 Q4	$318K	Hold	1,819	–	–	0.23%	49
2020 Q3	$226K	Hold	1,819	–	–	0.2%	57
2020 Q2	$207K	Hold	1,819	–	–	0.19%	59
2020 Q1	$193K	Hold	1,819	–	–	0.19%	57
2019 Q4	$273K	Hold	1,819	–	–	0.21%	53
2019 Q3	$252K	Hold	1,819	–	–	0.21%	53
2019 Q2	$231K	Hold	1,819	–	–	0.2%	57
2019 Q1	$237K	Hold	1,819	–	–	0.2%	54
2018 Q4	$202K	Hold	1,819	–	–	0.2%	56
2018 Q3	$252K	Hold	1,819	–	–	0.22%	54
2018 Q2	$274K	Hold	1,819	–	–	0.25%	54
2018 Q1	$266K	Hold	1,819	–	–	0.24%	53
2017 Q4	$302K	Buy	+1,819	New	+$296K	0.25%	50

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Red Cedar Capital's VMI Position: Q4 2022 in Review

Red Cedar Capital reduced its Valmont Industries (VMI) stake by 18% in Q4 2022, selling an estimated $637K and leaving 9,386 shares worth $3.1M. The position accounts for 1.97% of the portfolio, ranked #16.

Red Cedar Capital first reported a position in VMI in Q4 2017 and has held it in 21 quarters since. 352 funds tracked by Wall St. Rank hold VMI as of Q4 2022.

Red Cedar Capital held 9,386 shares of Valmont Industries worth $3.1M as of Q4 2022.
Red Cedar Capital sold 2,007 Valmont Industries shares in Q4 2022, an estimated $637K.
Valmont Industries made up 1.97% of Red Cedar Capital's portfolio in Q4 2022, its #16 holding.
Red Cedar Capital first reported a position in Valmont Industries in Q4 2017 and has held it in 21 quarters since.
352 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.