Balyasny Asset Management

Balyasny Asset Management’s Utz Brands UTZ Stock Holding History

Balyasny 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
2026 Q1	$20.8M	Buy	2,623,324 +462,565	+21%	+$4.3M	0.04%	676
2025 Q4	$22.4M	Sell	2,160,759 -731,556	-25%	-$7.89M	0.04%	657
2025 Q3	$35.1M	Sell	2,892,315 -54,197	-2%	-$718K	0.07%	488
2025 Q2	$37M	Buy	2,946,512 +875,847	+42%	+$11.5M	0.08%	433
2025 Q1	$29.2M	Buy	2,070,665 +1,310,936	+173%	+$18M	0.07%	463
2024 Q4	$11.9M	Sell	759,729 -49,832	-6%	-$842K	0.03%	885
2024 Q3	$14.3M	Buy	809,561 +720,759	+812%	+$12M	0.04%	779
2024 Q2	$1.48M	Buy	+88,802	New	+$1.6M	﹤0.01%	1639
2023 Q2	–	Sell	-17,656	Closed	-$291K	–	2860
2023 Q1	$291K	Sell	17,656 -44,218	-71%	-$732K	﹤0.01%	2123
2022 Q4	$981K	Buy	+61,874	New	+$1.03M	﹤0.01%	1673
2022 Q2	–	Sell	-356,335	Closed	-$5.27M	–	3288
2022 Q1	$5.27M	Buy	356,335 +154,064	+76%	+$2.41M	0.02%	932
2021 Q4	$3.23M	Buy	+202,271	New	+$3.22M	0.01%	1005
2021 Q2	–	Sell	-10,371	Closed	-$257K	–	2454
2021 Q1	$257K	Buy	+10,371	New	+$252K	﹤0.01%	1540

Other funds holding UTZ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return