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Valeo Financial Advisors’s Valmont Industries VMI Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-18
Closed -$2K – 2152
2020
Q2 		$2K Sell
18
-5
-22% -$555 ﹤0.01% 1804
2020
Q1 		$3K Buy
+23
New +$2.98K ﹤0.01% 1455

Other funds holding VMI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valeo Financial Advisors's VMI Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Valmont Industries (VMI) in Q3 2020, closing a stake of 18 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in VMI in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 249 funds tracked by Wall St. Rank hold VMI as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Valmont Industries position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 18 Valmont Industries shares in Q3 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Valmont Industries in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Valmont Industries position peaked at $3K in Q1 2020.
  • 249 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.