KI
MZTI

Kula Investments’s The Marzetti Company MZTI Stock Holding History

Kula 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
2023
Q1 		– Sell
-3,133
Closed -$618K – 742
2022
Q4 		$618K Buy
+3,133
New +$595K 0.18% 157

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Kula Investments's MZTI Position: Q1 2023 in Review

Kula Investments sold out of The Marzetti Company (MZTI) in Q1 2023, closing a stake of 3,133 shares — an estimated $618K sold.

Kula Investments first reported a position in MZTI in Q4 2022 and held it in 1 quarter. The position peaked at $618K in Q4 2022. 312 funds tracked by Wall St. Rank hold MZTI as of Q1 2023.

  • Kula Investments reported no remaining The Marzetti Company position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 3,133 The Marzetti Company shares in Q1 2023, an estimated $618K.
  • Kula Investments first reported a position in The Marzetti Company in Q4 2022 and held it in 1 quarter.
  • Kula Investments's The Marzetti Company position peaked at $618K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.