CT
MZTI

Cambridge Trust’s The Marzetti Company MZTI Stock Holding History

Cambridge Trust’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
2023
Q1 		– Sell
-30
Closed -$6K – 790
2022
Q4 		$6K Buy
+30
New +$5.7K ﹤0.01% 682
2022
Q1 		– Sell
-52
Closed -$9K – 1051
2021
Q4 		$9K Buy
+52
New +$8.52K ﹤0.01% 830

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Cambridge Trust's MZTI Position: Q1 2023 in Review

Cambridge Trust sold out of The Marzetti Company (MZTI) in Q1 2023, closing a stake of 30 shares — an estimated $6K sold.

Cambridge Trust first reported a position in MZTI in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 312 funds tracked by Wall St. Rank hold MZTI as of Q1 2023.

  • Cambridge Trust reported no remaining The Marzetti Company position as of Q1 2023 after selling out during the quarter.
  • Cambridge Trust sold 30 The Marzetti Company shares in Q1 2023, an estimated $6K.
  • Cambridge Trust first reported a position in The Marzetti Company in Q4 2021 and held it in 2 quarters.
  • Cambridge Trust's The Marzetti Company position peaked at $9K in Q4 2021.
  • 312 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2023.

Based on Cambridge Trust's 13F filing for Q1 2023, filed 12 May 2023.