MFT
MZTI

Moisand Fitzgerald Tamayo’s The Marzetti Company MZTI Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-8
Closed -$1.32K – 746
2023
Q3 		$1.32K Hold
8
– – ﹤0.01% 623
2023
Q2 		$1.61K Hold
8
– – ﹤0.01% 584
2023
Q1 		$1.62K Hold
8
– – ﹤0.01% 597
2022
Q4 		$1.58K Hold
8
– – ﹤0.01% 595
2022
Q3 		$1K Buy
+8
New +$1.19K ﹤0.01% 612

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Moisand Fitzgerald Tamayo's MZTI Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of The Marzetti Company (MZTI) in Q4 2023, closing a stake of 8 shares — an estimated $1.32K sold.

Moisand Fitzgerald Tamayo first reported a position in MZTI in Q3 2022 and held it in 5 quarters. The position peaked at $1.62K in Q1 2023. 291 funds tracked by Wall St. Rank hold MZTI as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining The Marzetti Company position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 8 The Marzetti Company shares in Q4 2023, an estimated $1.32K.
  • Moisand Fitzgerald Tamayo first reported a position in The Marzetti Company in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's The Marzetti Company position peaked at $1.62K in Q1 2023.
  • 291 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.