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Waddell & Reed Financial’s Valmont Industries VMI Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$77.1M Buy
324,481
+256,775
+379% +$57M 0.16% 174
2020
Q4 		$11.8M Buy
+67,706
New +$10.5M 0.03% 389

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Reed Financial's VMI Position: Q1 2021 in Review

Waddell & Reed Financial increased its Valmont Industries (VMI) stake by 379% in Q1 2021, buying an estimated $57M and bringing the position to 324,481 shares worth $77.1M. The position accounts for 0.16% of the portfolio, ranked #174.

Waddell & Reed Financial first reported a position in VMI in Q4 2020 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold VMI as of Q1 2021.

  • Waddell & Reed Financial held 324,481 shares of Valmont Industries worth $77.1M as of Q1 2021.
  • Waddell & Reed Financial bought 256,775 Valmont Industries shares in Q1 2021, an estimated $57M.
  • Valmont Industries made up 0.16% of Waddell & Reed Financial's portfolio in Q1 2021, its #174 holding.
  • Waddell & Reed Financial first reported a position in Valmont Industries in Q4 2020 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.