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Steward Financial Group’s Valmont Industries VMI Stock Holding History

Steward Financial Group’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 		$3K Buy
+13
New +$3.34K ﹤0.01% 893
2022
Q3 		– Sell
-6
Closed -$1K – 1279
2022
Q2 		$1K Buy
+6
New +$1.47K ﹤0.01% 890

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

Steward Financial Group's VMI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Valmont Industries (VMI) in Q3 2023: 13 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in VMI as recently as Q2 2022.

Steward Financial Group first reported a position in VMI in Q2 2022 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold VMI as of Q3 2023.

  • Steward Financial Group held 13 shares of Valmont Industries worth $3K as of Q3 2023.
  • Valmont Industries was a new Steward Financial Group position in Q3 2023.
  • Valmont Industries made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #893 holding.
  • Steward Financial Group first reported a position in Valmont Industries in Q2 2022 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.