GSC
MZTI

Ground Swell Capital’s The Marzetti Company MZTI Stock Holding History

Ground Swell Capital’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
2014
Q3 		$17K Buy
200
+117
+141% +$10.5K 0.03% 619
2014
Q2 		$8K Buy
+83
New +$7.68K 0.02% 839

Other funds holding MZTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ground Swell Capital's MZTI Position: Q3 2014 in Review

Ground Swell Capital increased its The Marzetti Company (MZTI) stake by 141% in Q3 2014, buying an estimated $10.5K and bringing the position to 200 shares worth $17K. The position accounts for 0.03% of the portfolio, ranked #619.

Ground Swell Capital first reported a position in MZTI in Q2 2014 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold MZTI as of Q3 2014.

  • Ground Swell Capital held 200 shares of The Marzetti Company worth $17K as of Q3 2014.
  • Ground Swell Capital bought 117 The Marzetti Company shares in Q3 2014, an estimated $10.5K.
  • The Marzetti Company made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #619 holding.
  • Ground Swell Capital first reported a position in The Marzetti Company in Q2 2014 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.