GI
MZTI

Gradient Investments’s The Marzetti Company MZTI Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-10
Closed -$1.66K – 1564
2023
Q4 		$1.66K Hold
10
– – ﹤0.01% 1282
2023
Q3 		$1.65K Hold
10
– – ﹤0.01% 1223
2023
Q2 		$2.01K Hold
10
– – ﹤0.01% 1156
2023
Q1 		$2.03K Hold
10
– – ﹤0.01% 1106
2022
Q4 		$1.97K Buy
+10
New +$1.9K ﹤0.01% 1090
2013
Q4 		– Sell
-11
Closed -$1K – 619
2013
Q3 		$1K Hold
11
– – ﹤0.01% 451
2013
Q2 		$1K Buy
+11
New +$879 ﹤0.01% 424

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Gradient Investments's MZTI Position: Q1 2024 in Review

Gradient Investments sold out of The Marzetti Company (MZTI) in Q1 2024, closing a stake of 10 shares — an estimated $1.66K sold.

Gradient Investments first reported a position in MZTI in Q2 2013 and held it in 7 quarters. The position peaked at $2.03K in Q1 2023. 321 funds tracked by Wall St. Rank hold MZTI as of Q1 2024.

  • Gradient Investments reported no remaining The Marzetti Company position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 10 The Marzetti Company shares in Q1 2024, an estimated $1.66K.
  • Gradient Investments first reported a position in The Marzetti Company in Q2 2013 and held it in 7 quarters.
  • Gradient Investments's The Marzetti Company position peaked at $2.03K in Q1 2023.
  • 321 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.