CI Investments Inc
MZTI

CI Investments Inc’s The Marzetti Company MZTI Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-208
Closed -$36K – 983
2025
Q3 		$36K Sell
208
-165
-44% -$29.6K ﹤0.01% 1075
2025
Q2 		$64K Sell
373
-112
-23% -$19.3K ﹤0.01% 995
2025
Q1 		$85K Buy
485
+18
+4% +$3.25K ﹤0.01% 960
2024
Q4 		$81K Buy
467
+95
+26% +$17.4K ﹤0.01% 982
2024
Q3 		$66K Buy
372
+29
+8% +$5.34K ﹤0.01% 956
2024
Q2 		$65K Buy
343
+6
+2% +$1.15K ﹤0.01% 916
2024
Q1 		$70K Buy
337
+60
+22% +$11.4K ﹤0.01% 960
2023
Q4 		$46K Sell
277
-180
-39% -$30.2K ﹤0.01% 1000
2023
Q3 		$75K Buy
457
+8
+2% +$1.44K ﹤0.01% 881
2023
Q2 		$90K Buy
449
+23
+5% +$4.66K ﹤0.01% 807
2023
Q1 		$86K Sell
426
-1,960
-82% -$381K ﹤0.01% 773
2022
Q4 		$471K Buy
2,386
+2,207
+1,233% +$419K ﹤0.01% 447
2022
Q3 		$27K Sell
179
-12
-6% -$1.78K ﹤0.01% 968
2022
Q2 		$25K Sell
191
-144
-43% -$19.7K ﹤0.01% 941
2022
Q1 		$50K Hold
335
– – ﹤0.01% 957
2021
Q4 		$55K Sell
335
-679
-67% -$111K ﹤0.01% 993
2021
Q3 		$171K Buy
1,014
+11
+1% +$2.03K ﹤0.01% 756
2021
Q2 		$194K Buy
1,003
+387
+63% +$72.6K ﹤0.01% 743
2021
Q1 		$108K Sell
616
-159
-21% -$28.5K ﹤0.01% 756
2020
Q4 		$142K Buy
775
+403
+108% +$70.2K ﹤0.01% 695
2020
Q3 		$67K Buy
+372
New +$62.3K ﹤0.01% 705

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CI Investments Inc's MZTI Position: Q4 2025 in Review

CI Investments Inc sold out of The Marzetti Company (MZTI) in Q4 2025, closing a stake of 208 shares — an estimated $36K sold.

CI Investments Inc first reported a position in MZTI in Q3 2020 and held it in 21 quarters. The position peaked at $471K in Q4 2022. 344 funds tracked by Wall St. Rank hold MZTI as of Q4 2025.

  • CI Investments Inc reported no remaining The Marzetti Company position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 208 The Marzetti Company shares in Q4 2025, an estimated $36K.
  • CI Investments Inc first reported a position in The Marzetti Company in Q3 2020 and held it in 21 quarters.
  • CI Investments Inc's The Marzetti Company position peaked at $471K in Q4 2022.
  • 344 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.