WealthStone’s The Marzetti Company MZTI Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-13	Closed	-$1.93K	–	347
2019 Q2	$1.93K	Buy	+13	New	+$1.95K	﹤0.01%	537

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

SAM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthStone's MZTI Position: Q3 2019 in Review

WealthStone sold out of The Marzetti Company (MZTI) in Q3 2019, closing a stake of 13 shares — an estimated $1.93K sold.

WealthStone first reported a position in MZTI in Q2 2019 and held it in 1 quarter. The position peaked at $1.93K in Q2 2019. 236 funds tracked by Wall St. Rank hold MZTI as of Q3 2019.

WealthStone reported no remaining The Marzetti Company position as of Q3 2019 after selling out during the quarter.
WealthStone sold 13 The Marzetti Company shares in Q3 2019, an estimated $1.93K.
WealthStone first reported a position in The Marzetti Company in Q2 2019 and held it in 1 quarter.
WealthStone's The Marzetti Company position peaked at $1.93K in Q2 2019.
236 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.