Laird Norton Wetherby Wealth Management’s The Marzetti Company MZTI Stock Holding History

Laird Norton Wetherby 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
2024 Q2	–	Sell	-1,048	Closed	-$218K	–	953
2024 Q1	$218K	Buy	+1,048	New	+$199K	0.01%	857
2023 Q3	–	Sell	-1,041	Closed	-$209K	–	940
2023 Q2	$209K	Buy	1,041 +37	+4%	+$7.5K	0.01%	837
2023 Q1	$204K	Buy	+1,004	New	+$195K	0.01%	821

Other funds holding MZTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MZTI Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of The Marzetti Company (MZTI) in Q2 2024, closing a stake of 1,048 shares — an estimated $218K sold.

Laird Norton Wetherby Wealth Management first reported a position in MZTI in Q1 2023 and held it in 3 quarters. The position peaked at $218K in Q1 2024. 336 funds tracked by Wall St. Rank hold MZTI as of Q2 2024.

Laird Norton Wetherby Wealth Management reported no remaining The Marzetti Company position as of Q2 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 1,048 The Marzetti Company shares in Q2 2024, an estimated $218K.
Laird Norton Wetherby Wealth Management first reported a position in The Marzetti Company in Q1 2023 and held it in 3 quarters.
Laird Norton Wetherby Wealth Management's The Marzetti Company position peaked at $218K in Q1 2024.
336 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.