SI
VMI icon

Stephens Inc’s Valmont Industries VMI Stock Holding History

Stephens Inc’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
Q4 		– Sell
-1,812
Closed -$435K – 1297
2023
Q3 		$435K Buy
1,812
+1,114
+160% +$286K 0.01% 779
2023
Q2 		$203K Buy
+698
New +$202K ﹤0.01% 1061
2014
Q1 		– Sell
-415
Closed -$62K – 909
2013
Q4 		$62K Buy
415
+90
+28% +$12.7K ﹤0.01% 819
2013
Q3 		$45K Sell
325
-885
-73% -$127K ﹤0.01% 772
2013
Q2 		$173K Buy
+1,210
New +$177K 0.01% 658

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Stephens Inc's VMI Position: Q4 2023 in Review

Stephens Inc sold out of Valmont Industries (VMI) in Q4 2023, closing a stake of 1,812 shares — an estimated $435K sold.

Stephens Inc first reported a position in VMI in Q2 2013 and held it in 5 quarters. The position peaked at $435K in Q3 2023. 379 funds tracked by Wall St. Rank hold VMI as of Q4 2023.

  • Stephens Inc reported no remaining Valmont Industries position as of Q4 2023 after selling out during the quarter.
  • Stephens Inc sold 1,812 Valmont Industries shares in Q4 2023, an estimated $435K.
  • Stephens Inc first reported a position in Valmont Industries in Q2 2013 and held it in 5 quarters.
  • Stephens Inc's Valmont Industries position peaked at $435K in Q3 2023.
  • 379 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2023.

Based on Stephens Inc's 13F filing for Q4 2023, filed 13 Feb 2024.