Whittier Trust’s Valmont Industries VMI Stock Holding History

Whittier Trust’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	-2	Closed	-$480	–	1683
2023 Q3	$480	Buy	+2	New	+$514	﹤0.01%	1581
2017 Q2	–	Sell	-40	Closed	-$6K	–	1330
2017 Q1	$6K	Buy	+40	New	+$5.91K	﹤0.01%	1122

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Whittier Trust's VMI Position: Q4 2023 in Review

Whittier Trust sold out of Valmont Industries (VMI) in Q4 2023, closing a stake of 2 shares — an estimated $480 sold.

Whittier Trust first reported a position in VMI in Q1 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 379 funds tracked by Wall St. Rank hold VMI as of Q4 2023.

Whittier Trust reported no remaining Valmont Industries position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 2 Valmont Industries shares in Q4 2023, an estimated $480.
Whittier Trust first reported a position in Valmont Industries in Q1 2017 and held it in 2 quarters.
Whittier Trust's Valmont Industries position peaked at $6K in Q1 2017.
379 funds tracked by Wall St. Rank held Valmont Industries as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.