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Schechter Investment Advisors’s Valmont Industries VMI Stock Holding History

Schechter Investment Advisors’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 		$1.29M Buy
4,526
+348
+8% +$113K 0.11% 185
2024
Q4 		$1.28M Sell
4,178
-23
-0.5% -$7.41K 0.1% 197
2024
Q3 		$1.22M Buy
4,201
+250
+6% +$70K 0.09% 212
2024
Q2 		$1.08M Buy
+3,951
New +$963K 0.08% 222

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

Schechter Investment Advisors's VMI Position: Q1 2025 in Review

Schechter Investment Advisors increased its Valmont Industries (VMI) stake by 8.3% in Q1 2025, buying an estimated $113K and bringing the position to 4,526 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #185.

Schechter Investment Advisors first reported a position in VMI in Q2 2024 and has held it in 4 quarters since. 501 funds tracked by Wall St. Rank hold VMI as of Q1 2025.

  • Schechter Investment Advisors held 4,526 shares of Valmont Industries worth $1.29M as of Q1 2025.
  • Schechter Investment Advisors bought 348 Valmont Industries shares in Q1 2025, an estimated $113K.
  • Valmont Industries made up 0.11% of Schechter Investment Advisors's portfolio in Q1 2025, its #185 holding.
  • Schechter Investment Advisors first reported a position in Valmont Industries in Q2 2024 and has held it in 4 quarters since.
  • 501 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.