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ADE LLC’s Utz Brands UTZ Stock Holding History

ADE LLC’s Portfolio UTZ Stock Details UTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-75
Closed -$2K – 310
2020
Q4 		$2K Buy
+75
New +$1.43K ﹤0.01% 318

Other funds holding UTZ

T. Rowe Price Associates
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ECM
Engle Capital Management Greenwich, Connecticut $364M AUM 109.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

ADE LLC's UTZ Position: Q1 2021 in Review

ADE LLC sold out of Utz Brands (UTZ) in Q1 2021, closing a stake of 75 shares — an estimated $2K sold.

ADE LLC first reported a position in UTZ in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 131 funds tracked by Wall St. Rank hold UTZ as of Q1 2021.

  • ADE LLC reported no remaining Utz Brands position as of Q1 2021 after selling out during the quarter.
  • ADE LLC sold 75 Utz Brands shares in Q1 2021, an estimated $2K.
  • ADE LLC first reported a position in Utz Brands in Q4 2020 and held it in 1 quarter.
  • ADE LLC's Utz Brands position peaked at $2K in Q4 2020.
  • 131 funds tracked by Wall St. Rank held Utz Brands as of Q1 2021.

Based on ADE LLC's 13F filing for Q1 2021, filed 16 Apr 2021.