Number of Shares
4,915.00
Current Holdings Value*
$1.40 Mil
% of Portfolio
1.96%
Total Estimate Gain
$361,890.98
% of Total Estimate Gain
27.86%

SBH SMALL CAP CORE FUND's Valmont Industries Inc Holding Summary

As of 2025-03-31, SBH SMALL CAP CORE FUND held 4,915.00 shares of Valmont Industries Inc(VMI), totaling $1.40 Mil. This investment constitutes 1.96% of their stock portfolio, and SBH SMALL CAP CORE FUND now holds 0.02% of the outstanding Valmont Industries Inc(VMI) stock.

The initial trade took place in 2024Q2. And since then SBH SMALL CAP CORE FUND has made 3 purchases of VMI, at an average price of $262.44, for a total of 4,949.00 shares. In addition, there have been 1 sales at an average price of $322.74 for 34.00 shares. Based on historical transaction data and VMI's current price of $335.65, SBH SMALL CAP CORE FUND's estimated gain on his VMI holdings is $361,890.98, reflecting a 27.86% gain to date.

SBH SMALL CAP CORE FUND VMI ($335.65) Holding Chart

SBH SMALL CAP CORE FUND VMI ($335.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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