Sonen Capital’s Valmont Industries VMI Stock Holding History

Sonen 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 Q2	–	Sell	-1,093	Closed	-$261K	–	112
2022 Q1	$261K	Sell	1,093 -53	-5%	-$12.1K	0.32%	86
2021 Q4	$287K	Buy	+1,146	New	+$281K	0.28%	89

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

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

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

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Sonen Capital's VMI Position: Q2 2022 in Review

Sonen Capital sold out of Valmont Industries (VMI) in Q2 2022, closing a stake of 1,093 shares — an estimated $261K sold.

Sonen Capital first reported a position in VMI in Q4 2021 and held it in 2 quarters. The position peaked at $287K in Q4 2021. 297 funds tracked by Wall St. Rank hold VMI as of Q2 2022.

Sonen Capital reported no remaining Valmont Industries position as of Q2 2022 after selling out during the quarter.
Sonen Capital sold 1,093 Valmont Industries shares in Q2 2022, an estimated $261K.
Sonen Capital first reported a position in Valmont Industries in Q4 2021 and held it in 2 quarters.
Sonen Capital's Valmont Industries position peaked at $287K in Q4 2021.
297 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2022.

Based on Sonen Capital's 13F filing for Q2 2022, filed 15 Aug 2022.