Bank of Montreal’s Utz Brands UTZ Stock Holding History

Bank of Montreal’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
2020 Q2	–	Sell	-250,000	Closed	-$2.56M	–	4846
2020 Q1	$2.56M	Sell	250,000 -200,000	-44%	-$2.11M	﹤0.01%	1315
2019 Q4	$4.63M	Hold	450,000	–	–	﹤0.01%	1408
2019 Q3	$4.59M	Hold	450,000	–	–	﹤0.01%	1251
2019 Q2	$4.5M	Hold	450,000	–	–	﹤0.01%	1257
2019 Q1	$4.47M	Buy	+450,000	New	+$4.41M	﹤0.01%	1231

Other funds holding UTZ

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Bank of Montreal's UTZ Position: Q2 2020 in Review

Bank of Montreal sold out of Utz Brands (UTZ) in Q2 2020, closing a stake of 250,000 shares — an estimated $2.56M sold.

Bank of Montreal first reported a position in UTZ in Q1 2019 and held it in 5 quarters. The position peaked at $4.63M in Q4 2019. 72 funds tracked by Wall St. Rank hold UTZ as of Q2 2020.

Bank of Montreal reported no remaining Utz Brands position as of Q2 2020 after selling out during the quarter.
Bank of Montreal sold 250,000 Utz Brands shares in Q2 2020, an estimated $2.56M.
Bank of Montreal first reported a position in Utz Brands in Q1 2019 and held it in 5 quarters.
Bank of Montreal's Utz Brands position peaked at $4.63M in Q4 2019.
72 funds tracked by Wall St. Rank held Utz Brands as of Q2 2020.

Based on Bank of Montreal's 13F filing for Q2 2020, filed 12 Aug 2020.