Gideon Capital Advisors’s Vulcan Materials VMC Stock Holding History

Gideon Capital Advisors’s Portfolio VMC Stock Details VMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,964	Closed	-$544K	–	410
2019 Q2	$544K	Buy	+3,964	New	+$506K	0.19%	167
2018 Q2	–	Sell	-2,893	Closed	-$330K	–	504
2018 Q1	$330K	Buy	+2,893	New	+$364K	0.2%	203
2017 Q4	–	Sell	-2,574	Closed	-$308K	–	411
2017 Q3	$308K	Buy	+2,574	New	+$309K	0.3%	133
2016 Q2	–	Sell	-2,172	Closed	-$229K	–	256
2016 Q1	$229K	Buy	+2,172	New	+$206K	0.29%	112
2015 Q3	–	Sell	-11,405	Closed	-$957K	–	331
2015 Q2	$957K	Buy	11,405 +4,868	+74%	+$424K	0.4%	94
2015 Q1	$551K	Buy	+6,537	New	+$505K	0.22%	145
2014 Q4	–	Sell	-11,086	Closed	-$668K	–	313
2014 Q3	$668K	Sell	11,086 -2,363	-18%	-$149K	0.26%	127
2014 Q2	$857K	Buy	13,449 +2,175	+19%	+$138K	0.31%	103
2014 Q1	$749K	Buy	+11,274	New	+$720K	0.42%	81

Other funds holding VMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Gideon Capital Advisors's VMC Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Vulcan Materials (VMC) in Q3 2019, closing a stake of 3,964 shares — an estimated $544K sold.

Gideon Capital Advisors first reported a position in VMC in Q1 2014 and held it in 9 quarters. The position peaked at $957K in Q2 2015. 647 funds tracked by Wall St. Rank hold VMC as of Q3 2019.

Gideon Capital Advisors reported no remaining Vulcan Materials position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 3,964 Vulcan Materials shares in Q3 2019, an estimated $544K.
Gideon Capital Advisors first reported a position in Vulcan Materials in Q1 2014 and held it in 9 quarters.
Gideon Capital Advisors's Vulcan Materials position peaked at $957K in Q2 2015.
647 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.