Bailard’s Utz Brands UTZ Stock Holding History

Bailard’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
2022 Q4	–	Sell	-11,400	Closed	-$172K	–	785
2022 Q3	$172K	Buy	+11,400	New	+$185K	0.01%	614

Other funds holding UTZ

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Bailard's UTZ Position: Q4 2022 in Review

Bailard sold out of Utz Brands (UTZ) in Q4 2022, closing a stake of 11,400 shares — an estimated $172K sold.

Bailard first reported a position in UTZ in Q3 2022 and held it in 1 quarter. The position peaked at $172K in Q3 2022. 179 funds tracked by Wall St. Rank hold UTZ as of Q4 2022.

Bailard reported no remaining Utz Brands position as of Q4 2022 after selling out during the quarter.
Bailard sold 11,400 Utz Brands shares in Q4 2022, an estimated $172K.
Bailard first reported a position in Utz Brands in Q3 2022 and held it in 1 quarter.
Bailard's Utz Brands position peaked at $172K in Q3 2022.
179 funds tracked by Wall St. Rank held Utz Brands as of Q4 2022.

Based on Bailard's 13F filing for Q4 2022, filed 2 Feb 2023.