Terra Nova Asset Management’s Valmont Industries VMI Stock Holding History

Terra Nova Asset 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 Q4	–	Sell	-4,514	Closed	-$1.31M	–	94
2023 Q3	$1.31M	Hold	4,514	–	–	1.2%	38
2023 Q2	$1.31M	Sell	4,514 -17	-0.4%	-$4.91K	1.2%	38
2023 Q1	$1.45M	Sell	4,531 -24	-0.5%	-$7.66K	1.42%	31
2022 Q4	$1.51M	Sell	4,555 -295	-6%	-$93.6K	1.58%	26
2022 Q3	$1.3M	Sell	4,850 -94	-2%	-$24.8K	1.42%	29
2022 Q2	$1.11M	Sell	4,944 -177	-3%	-$43.3K	1.24%	35
2022 Q1	$1.22M	Sell	5,121 -551	-10%	-$125K	1.14%	39
2021 Q4	$1.42M	Sell	5,672 -199	-3%	-$48.8K	1.06%	39
2021 Q3	$1.38M	Buy	5,871 +311	+6%	+$73.9K	1.11%	38
2021 Q2	$1.31M	Sell	5,560 -663	-11%	-$160K	1.13%	41
2021 Q1	$1.48M	Buy	+6,223	New	+$1.38M	1.31%	36

Other funds holding VMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Terra Nova Asset Management's VMI Position: Q4 2023 in Review

Terra Nova Asset Management sold out of Valmont Industries (VMI) in Q4 2023, closing a stake of 4,514 shares — an estimated $1.31M sold.

Terra Nova Asset Management first reported a position in VMI in Q1 2021 and held it in 11 quarters. The position peaked at $1.51M in Q4 2022. 379 funds tracked by Wall St. Rank hold VMI as of Q4 2023.

Terra Nova Asset Management reported no remaining Valmont Industries position as of Q4 2023 after selling out during the quarter.
Terra Nova Asset Management sold 4,514 Valmont Industries shares in Q4 2023, an estimated $1.31M.
Terra Nova Asset Management first reported a position in Valmont Industries in Q1 2021 and held it in 11 quarters.
Terra Nova Asset Management's Valmont Industries position peaked at $1.51M in Q4 2022.
379 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2023.

Based on Terra Nova Asset Management's 13F filing for Q4 2023, filed 18 Jan 2024.