SPC
VMI icon

Sigma Planning Corp’s Valmont Industries VMI Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-1,539
Closed -$446K – 1258
2024
Q3 		$446K Sell
1,539
-100
-6% -$28K 0.01% 785
2024
Q2 		$450K Sell
1,639
-401
-20% -$97.8K 0.01% 770
2024
Q1 		$466K Buy
+2,040
New +$457K 0.01% 793
2023
Q4 		– Sell
-2,348
Closed -$564K – 1173
2023
Q3 		$564K Buy
2,348
+2
+0.1% +$514 0.02% 658
2023
Q2 		$683K Buy
2,346
+203
+9% +$58.6K 0.02% 609
2023
Q1 		$685K Buy
2,143
+29
+1% +$9.25K 0.02% 674
2022
Q4 		$699K Sell
2,114
-680
-24% -$216K 0.03% 629
2022
Q3 		$751K Buy
2,794
+78
+3% +$20.6K 0.03% 565
2022
Q2 		$610K Buy
2,716
+13
+0.5% +$3.18K 0.02% 679
2022
Q1 		$645K Buy
2,703
+507
+23% +$115K 0.02% 738
2021
Q4 		$550K Buy
2,196
+594
+37% +$146K 0.02% 814
2021
Q3 		$377K Buy
1,602
+106
+7% +$25.2K 0.01% 939
2021
Q2 		$353K Sell
1,496
-283
-16% -$68.5K 0.01% 997
2021
Q1 		$423K Sell
1,779
-428
-19% -$94.9K 0.01% 834
2020
Q4 		$386K Buy
2,207
+117
+6% +$18.2K 0.01% 784
2020
Q3 		$260K Buy
+2,090
New +$257K 0.01% 845

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sigma Planning Corp's VMI Position: Q4 2024 in Review

Sigma Planning Corp sold out of Valmont Industries (VMI) in Q4 2024, closing a stake of 1,539 shares — an estimated $446K sold.

Sigma Planning Corp first reported a position in VMI in Q3 2020 and held it in 16 quarters. The position peaked at $751K in Q3 2022. 485 funds tracked by Wall St. Rank hold VMI as of Q4 2024.

  • Sigma Planning Corp reported no remaining Valmont Industries position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 1,539 Valmont Industries shares in Q4 2024, an estimated $446K.
  • Sigma Planning Corp first reported a position in Valmont Industries in Q3 2020 and held it in 16 quarters.
  • Sigma Planning Corp's Valmont Industries position peaked at $751K in Q3 2022.
  • 485 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.