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Trail Ridge Investment Advisors’s Valmont Industries VMI Stock Holding History

Trail Ridge Investment Advisors’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
-846
Closed -$203K – 111
2023
Q3 		$203K Sell
846
-324
-28% -$83.3K 0.14% 103
2023
Q2 		$341K Buy
+1,170
New +$338K 0.21% 89

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

Trail Ridge Investment Advisors's VMI Position: Q4 2023 in Review

Trail Ridge Investment Advisors sold out of Valmont Industries (VMI) in Q4 2023, closing a stake of 846 shares — an estimated $203K sold.

Trail Ridge Investment Advisors first reported a position in VMI in Q2 2023 and held it in 2 quarters. The position peaked at $341K in Q2 2023. 379 funds tracked by Wall St. Rank hold VMI as of Q4 2023.

  • Trail Ridge Investment Advisors reported no remaining Valmont Industries position as of Q4 2023 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 846 Valmont Industries shares in Q4 2023, an estimated $203K.
  • Trail Ridge Investment Advisors first reported a position in Valmont Industries in Q2 2023 and held it in 2 quarters.
  • Trail Ridge Investment Advisors's Valmont Industries position peaked at $341K in Q2 2023.
  • 379 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2023.

Based on Trail Ridge Investment Advisors's 13F filing for Q4 2023, filed 16 Feb 2024.