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UBS O'Connor’s Valmont Industries VMI Stock Holding History

UBS O'Connor’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
Q1 		– Sell
-9,492
Closed -$3.14M – 724
2022
Q4 		$3.14M Buy
+9,492
New +$3.01M 0.06% 305
2015
Q2 		– Sell
-12,640
Closed -$1.55M – 941
2015
Q1 		$1.55M Buy
+12,640
New +$1.55M 0.02% 455

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

UBS O'Connor's VMI Position: Q1 2023 in Review

UBS O'Connor sold out of Valmont Industries (VMI) in Q1 2023, closing a stake of 9,492 shares — an estimated $3.14M sold.

UBS O'Connor first reported a position in VMI in Q1 2015 and held it in 2 quarters. The position peaked at $3.14M in Q4 2022. 364 funds tracked by Wall St. Rank hold VMI as of Q1 2023.

  • UBS O'Connor reported no remaining Valmont Industries position as of Q1 2023 after selling out during the quarter.
  • UBS O'Connor sold 9,492 Valmont Industries shares in Q1 2023, an estimated $3.14M.
  • UBS O'Connor first reported a position in Valmont Industries in Q1 2015 and held it in 2 quarters.
  • UBS O'Connor's Valmont Industries position peaked at $3.14M in Q4 2022.
  • 364 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2023.

Based on UBS O'Connor's 13F filing for Q1 2023, filed 15 May 2023.