GCA
MZTI

Gideon Capital Advisors’s The Marzetti Company MZTI Stock Holding History

Gideon Capital Advisors’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,068
Closed -$719K – 453
2018
Q4 		$719K Buy
+4,068
New +$692K 0.29% 103

Other funds holding MZTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Gideon Capital Advisors's MZTI Position: Q1 2019 in Review

Gideon Capital Advisors sold out of The Marzetti Company (MZTI) in Q1 2019, closing a stake of 4,068 shares — an estimated $719K sold.

Gideon Capital Advisors first reported a position in MZTI in Q4 2018 and held it in 1 quarter. The position peaked at $719K in Q4 2018. 261 funds tracked by Wall St. Rank hold MZTI as of Q1 2019.

  • Gideon Capital Advisors reported no remaining The Marzetti Company position as of Q1 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 4,068 The Marzetti Company shares in Q1 2019, an estimated $719K.
  • Gideon Capital Advisors first reported a position in The Marzetti Company in Q4 2018 and held it in 1 quarter.
  • Gideon Capital Advisors's The Marzetti Company position peaked at $719K in Q4 2018.
  • 261 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.