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Sandy Spring Bank’s Valmont Industries VMI Stock Holding History

Sandy Spring Bank’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 		– Sell
-25
Closed -$7K – 1219
2022
Q3 		$7K Sell
25
-25
-50% -$6.61K ﹤0.01% 872
2022
Q2 		$11K Sell
50
-25
-33% -$6.12K ﹤0.01% 826
2022
Q1 		$18K Hold
75
– – ﹤0.01% 739
2021
Q4 		$19K Sell
75
-25
-25% -$6.13K ﹤0.01% 782
2021
Q3 		$24K Sell
100
-100
-50% -$23.8K ﹤0.01% 730
2021
Q2 		$47K Buy
+200
New +$48.4K ﹤0.01% 580
2015
Q4 		– Sell
-20
Closed -$2K – 986
2015
Q3 		$2K Hold
20
– – ﹤0.01% 888
2015
Q2 		$2K Buy
+20
New +$2.47K ﹤0.01% 914

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Sandy Spring Bank's VMI Position: Q4 2022 in Review

Sandy Spring Bank sold out of Valmont Industries (VMI) in Q4 2022, closing a stake of 25 shares — an estimated $7K sold.

Sandy Spring Bank first reported a position in VMI in Q2 2015 and held it in 8 quarters. The position peaked at $47K in Q2 2021. 352 funds tracked by Wall St. Rank hold VMI as of Q4 2022.

  • Sandy Spring Bank reported no remaining Valmont Industries position as of Q4 2022 after selling out during the quarter.
  • Sandy Spring Bank sold 25 Valmont Industries shares in Q4 2022, an estimated $7K.
  • Sandy Spring Bank first reported a position in Valmont Industries in Q2 2015 and held it in 8 quarters.
  • Sandy Spring Bank's Valmont Industries position peaked at $47K in Q2 2021.
  • 352 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2022.

Based on Sandy Spring Bank's 13F filing for Q4 2022, filed 10 Feb 2023.