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Ziegler Capital Management’s Valmont Industries VMI Stock Holding History

Ziegler Capital Management’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
2022
Q1 		– Sell
-4,630
Closed -$1.16M – 440
2021
Q4 		$1.16M Sell
4,630
-1,540
-25% -$377K 0.04% 304
2021
Q3 		$1.45M Sell
6,170
-210
-3% -$49.9K 0.05% 300
2021
Q2 		$1.51M Buy
6,380
+86
+1% +$20.8K 0.05% 294
2021
Q1 		$1.5M Buy
+6,294
New +$1.4M 0.05% 282
2013
Q3 		$252K Sell
1,813
-319
-15% -$45.6K 0.02% 371
2013
Q2 		$305K Buy
+2,132
New +$312K 0.03% 348

Other funds holding VMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Ziegler Capital Management's VMI Position: Q1 2022 in Review

Ziegler Capital Management sold out of Valmont Industries (VMI) in Q1 2022, closing a stake of 4,630 shares — an estimated $1.16M sold.

Ziegler Capital Management first reported a position in VMI in Q2 2013 and held it in 6 quarters. The position peaked at $1.51M in Q2 2021. 304 funds tracked by Wall St. Rank hold VMI as of Q1 2022.

  • Ziegler Capital Management reported no remaining Valmont Industries position as of Q1 2022 after selling out during the quarter.
  • Ziegler Capital Management sold 4,630 Valmont Industries shares in Q1 2022, an estimated $1.16M.
  • Ziegler Capital Management first reported a position in Valmont Industries in Q2 2013 and held it in 6 quarters.
  • Ziegler Capital Management's Valmont Industries position peaked at $1.51M in Q2 2021.
  • 304 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2022.

Based on Ziegler Capital Management's 13F filing for Q1 2022, filed 4 May 2022.