AF
MZTI

Advisornet Financial’s The Marzetti Company MZTI Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-100
Closed -$17.7K – 2129
2024
Q3 		$17.7K Hold
100
– – ﹤0.01% 1247
2024
Q2 		$18.9K Hold
100
– – ﹤0.01% 1111
2024
Q1 		$20.8K Buy
+100
New +$19K ﹤0.01% 1064
2023
Q2 		– Sell
-3
Closed -$608 – 2437
2023
Q1 		$609 Sell
3
-3
-50% -$584 ﹤0.01% 2013
2022
Q4 		$1.18K Buy
+6
New +$1.14K ﹤0.01% 1787

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's MZTI Position: Q4 2024 in Review

Advisornet Financial sold out of The Marzetti Company (MZTI) in Q4 2024, closing a stake of 100 shares — an estimated $17.7K sold.

Advisornet Financial first reported a position in MZTI in Q4 2022 and held it in 5 quarters. The position peaked at $20.8K in Q1 2024. 337 funds tracked by Wall St. Rank hold MZTI as of Q4 2024.

  • Advisornet Financial reported no remaining The Marzetti Company position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 100 The Marzetti Company shares in Q4 2024, an estimated $17.7K.
  • Advisornet Financial first reported a position in The Marzetti Company in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's The Marzetti Company position peaked at $20.8K in Q1 2024.
  • 337 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.