AlphaQuest’s Utz Brands UTZ Stock Holding History

AlphaQuest’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
2024 Q4	–	Sell	-35	Closed	-$620	–	2029
2024 Q3	$620	Buy	+35	New	+$581	﹤0.01%	1677
2024 Q2	–	Sell	-75	Closed	-$1.38K	–	1913
2024 Q1	$1.38K	Buy	+75	New	+$1.33K	﹤0.01%	1177

Other funds holding UTZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AlphaQuest's UTZ Position: Q4 2024 in Review

AlphaQuest sold out of Utz Brands (UTZ) in Q4 2024, closing a stake of 35 shares — an estimated $620 sold.

AlphaQuest first reported a position in UTZ in Q1 2024 and held it in 2 quarters. The position peaked at $1.38K in Q1 2024. 223 funds tracked by Wall St. Rank hold UTZ as of Q4 2024.

AlphaQuest reported no remaining Utz Brands position as of Q4 2024 after selling out during the quarter.
AlphaQuest sold 35 Utz Brands shares in Q4 2024, an estimated $620.
AlphaQuest first reported a position in Utz Brands in Q1 2024 and held it in 2 quarters.
AlphaQuest's Utz Brands position peaked at $1.38K in Q1 2024.
223 funds tracked by Wall St. Rank held Utz Brands as of Q4 2024.

Based on AlphaQuest's 13F filing for Q4 2024, filed 7 Feb 2025.