HGWM
MZTI

Harvest Group Wealth Management’s The Marzetti Company MZTI Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-1
Closed – – 393
2020
Q4 		$0 Hold
1
– – ﹤0.01% 754
2020
Q3 		$0 Hold
1
– – ﹤0.01% 707
2020
Q2 		$0 Hold
1
– – ﹤0.01% 678
2020
Q1 		$0 Sell
1
-16
-94% -$2.43K ﹤0.01% 760
2019
Q4 		$2K Hold
17
– – ﹤0.01% 632
2019
Q3 		$2K Hold
17
– – ﹤0.01% 719
2019
Q2 		$2K Hold
17
– – ﹤0.01% 556
2019
Q1 		$3K Buy
+17
New +$2.73K ﹤0.01% 507

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's MZTI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of The Marzetti Company (MZTI) in Q1 2021, closing a stake of 1 share.

Harvest Group Wealth Management first reported a position in MZTI in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q1 2019. 258 funds tracked by Wall St. Rank hold MZTI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining The Marzetti Company position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 1 The Marzetti Company share in Q1 2021.
  • Harvest Group Wealth Management first reported a position in The Marzetti Company in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's The Marzetti Company position peaked at $3K in Q1 2019.
  • 258 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.