Laurel Wealth Advisors (California)’s The Marzetti Company MZTI Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$232K	Buy	+1,175	New	+$223K	0.02%	588

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MZTI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in The Marzetti Company (MZTI) in Q4 2022: 1,175 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #588 among its holdings.

314 funds tracked by Wall St. Rank hold MZTI as of Q4 2022.

Laurel Wealth Advisors (California) held 1,175 shares of The Marzetti Company worth $232K as of Q4 2022.
The Marzetti Company was a new Laurel Wealth Advisors (California) position in Q4 2022.
The Marzetti Company made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #588 holding.
314 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.