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SG Capital Management’s Valmont Industries VMI Stock Holding History

SG Capital Management’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
2023
Q3 		– Sell
-14,991
Closed -$4.36M – 74
2023
Q2 		$4.36M Buy
+14,991
New +$4.33M 1.79% 25
2017
Q2 		– Sell
-44,719
Closed -$6.95M – 75
2017
Q1 		$6.95M Buy
+44,719
New +$6.6M 1.7% 26

Other funds holding VMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

SG Capital Management's VMI Position: Q3 2023 in Review

SG Capital Management sold out of Valmont Industries (VMI) in Q3 2023, closing a stake of 14,991 shares — an estimated $4.36M sold.

SG Capital Management first reported a position in VMI in Q1 2017 and held it in 2 quarters. The position peaked at $6.95M in Q1 2017. 380 funds tracked by Wall St. Rank hold VMI as of Q3 2023.

  • SG Capital Management reported no remaining Valmont Industries position as of Q3 2023 after selling out during the quarter.
  • SG Capital Management sold 14,991 Valmont Industries shares in Q3 2023, an estimated $4.36M.
  • SG Capital Management first reported a position in Valmont Industries in Q1 2017 and held it in 2 quarters.
  • SG Capital Management's Valmont Industries position peaked at $6.95M in Q1 2017.
  • 380 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2023.

Based on SG Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.