CIBC Private Wealth Group
MZTI

CIBC Private Wealth Group’s The Marzetti Company MZTI Stock Holding History

CIBC Private Wealth Group’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 		$31.6K Sell
192
-14
-7% -$2.34K ﹤0.01% 1979
2025
Q3 		$35.6K Sell
206
-25
-11% -$4.48K ﹤0.01% 1944
2025
Q2 		$39.9K Buy
231
+12
+5% +$2.07K ﹤0.01% 1754
2025
Q1 		$38.1K Sell
219
-12
-5% -$2.16K ﹤0.01% 1732
2024
Q4 		$39.2K Sell
231
-80
-26% -$14.6K ﹤0.01% 1766
2024
Q3 		$54.9K Buy
311
+55
+21% +$10.1K ﹤0.01% 1740
2024
Q2 		$47.8K Buy
256
+10
+4% +$1.91K ﹤0.01% 1694
2024
Q1 		$50.8K Buy
+246
New +$46.8K ﹤0.01% 1673

Other funds holding MZTI

BlackRock
BlackRock New York $5.7T 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return