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AMI Asset Management’s Utz Brands UTZ Stock Holding History

AMI Asset Management’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
2025
Q1 		– Sell
-74,777
Closed -$1.17M – 94
2024
Q4 		$1.17M Sell
74,777
-6,496
-8% -$110K 0.06% 61
2024
Q3 		$1.44M Sell
81,273
-4,990
-6% -$82.9K 0.08% 53
2024
Q2 		$1.44M Sell
86,263
-122,202
-59% -$2.2M 0.08% 55
2024
Q1 		$3.84M Buy
208,465
+14,264
+7% +$254K 0.2% 50
2023
Q4 		$3.15M Sell
194,201
-25,345
-12% -$334K 0.17% 55
2023
Q3 		$2.95M Sell
219,546
-8,838
-4% -$136K 0.18% 53
2023
Q2 		$3.74M Buy
228,384
+9,956
+5% +$171K 0.22% 51
2023
Q1 		$3.6M Buy
218,428
+2,668
+1% +$44.1K 0.23% 52
2022
Q4 		$3.42M Buy
215,760
+39,098
+22% +$648K 0.24% 49
2022
Q3 		$2.67M Buy
176,662
+35,128
+25% +$569K 0.2% 60
2022
Q2 		$1.96M Sell
141,534
-120,053
-46% -$1.67M 0.12% 67
2022
Q1 		$3.87M Buy
261,587
+15,680
+6% +$245K 0.2% 66
2021
Q4 		$3.92M Sell
245,907
-59,310
-19% -$944K 0.19% 67
2021
Q3 		$5.23M Buy
305,217
+10,015
+3% +$204K 0.26% 66
2021
Q2 		$6.43M Buy
295,202
+4,341
+1% +$108K 0.32% 60
2021
Q1 		$7.21M Buy
290,861
+34,633
+14% +$840K 0.38% 50
2020
Q4 		$5.65M Sell
256,228
-182,745
-42% -$3.47M 0.28% 61
2020
Q3 		$7.86M Buy
+438,973
New +$6.66M 0.4% 61

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AMI Asset Management's UTZ Position: Q1 2025 in Review

AMI Asset Management sold out of Utz Brands (UTZ) in Q1 2025, closing a stake of 74,777 shares — an estimated $1.17M sold.

AMI Asset Management first reported a position in UTZ in Q3 2020 and held it in 18 quarters. The position peaked at $7.86M in Q3 2020. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

  • AMI Asset Management reported no remaining Utz Brands position as of Q1 2025 after selling out during the quarter.
  • AMI Asset Management sold 74,777 Utz Brands shares in Q1 2025, an estimated $1.17M.
  • AMI Asset Management first reported a position in Utz Brands in Q3 2020 and held it in 18 quarters.
  • AMI Asset Management's Utz Brands position peaked at $7.86M in Q3 2020.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on AMI Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.