Financial Engines Advisors
MZTI

Financial Engines Advisors’s The Marzetti Company MZTI Stock Holding History

Financial Engines Advisors’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
Q3 		– Sell
-2,088
Closed -$404K – 278
2021
Q2 		$404K Hold
2,088
– – ﹤0.01% 156
2021
Q1 		$366K Hold
2,088
– – ﹤0.01% 190
2020
Q4 		$384K Sell
2,088
-314
-13% -$54.7K ﹤0.01% 179
2020
Q3 		$429K Hold
2,402
– – ﹤0.01% 165
2020
Q2 		$372K Hold
2,402
– – ﹤0.01% 147
2020
Q1 		$347K Buy
+2,402
New +$364K ﹤0.01% 125

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Financial Engines Advisors's MZTI Position: Q3 2021 in Review

Financial Engines Advisors sold out of The Marzetti Company (MZTI) in Q3 2021, closing a stake of 2,088 shares — an estimated $404K sold.

Financial Engines Advisors first reported a position in MZTI in Q1 2020 and held it in 6 quarters. The position peaked at $429K in Q3 2020. 257 funds tracked by Wall St. Rank hold MZTI as of Q3 2021.

  • Financial Engines Advisors reported no remaining The Marzetti Company position as of Q3 2021 after selling out during the quarter.
  • Financial Engines Advisors sold 2,088 The Marzetti Company shares in Q3 2021, an estimated $404K.
  • Financial Engines Advisors first reported a position in The Marzetti Company in Q1 2020 and held it in 6 quarters.
  • Financial Engines Advisors's The Marzetti Company position peaked at $429K in Q3 2020.
  • 257 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2021.

Based on Financial Engines Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.