Veritable’s Valmont Industries VMI Stock Holding History

Veritable’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	–	Sell	-880	Closed	-$256K	–	783
2023 Q2	$256K	Buy	+880	New	+$254K	﹤0.01%	753
2023 Q1	–	Sell	-786	Closed	-$260K	–	916
2022 Q4	$260K	Buy	+786	New	+$249K	﹤0.01%	702

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Veritable's VMI Position: Q3 2023 in Review

Veritable sold out of Valmont Industries (VMI) in Q3 2023, closing a stake of 880 shares — an estimated $256K sold.

Veritable first reported a position in VMI in Q4 2022 and held it in 2 quarters. The position peaked at $260K in Q4 2022. 380 funds tracked by Wall St. Rank hold VMI as of Q3 2023.

Veritable reported no remaining Valmont Industries position as of Q3 2023 after selling out during the quarter.
Veritable sold 880 Valmont Industries shares in Q3 2023, an estimated $256K.
Veritable first reported a position in Valmont Industries in Q4 2022 and held it in 2 quarters.
Veritable's Valmont Industries position peaked at $260K in Q4 2022.
380 funds tracked by Wall St. Rank held Valmont Industries as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.