CFA
MZTI

Carroll Financial Associates’s The Marzetti Company MZTI Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-9
Closed -$1K – 1792
2021
Q3 		$1K Buy
+9
New +$1.66K ﹤0.01% 1663

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Neuberger Berman Group
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SAM
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Carroll Financial Associates's MZTI Position: Q4 2021 in Review

Carroll Financial Associates sold out of The Marzetti Company (MZTI) in Q4 2021, closing a stake of 9 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in MZTI in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 254 funds tracked by Wall St. Rank hold MZTI as of Q4 2021.

  • Carroll Financial Associates reported no remaining The Marzetti Company position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 9 The Marzetti Company shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in The Marzetti Company in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's The Marzetti Company position peaked at $1K in Q3 2021.
  • 254 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.