Beacon Capital Management LLC (Tennessee)’s Utz Brands UTZ Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-1,000	Closed	-$16.6K	–	1225
2024 Q2	$16.6K	Hold	1,000	–	–	﹤0.01%	478
2024 Q1	$18.4K	Hold	1,000	–	–	﹤0.01%	469
2023 Q4	$13.4K	Hold	1,000	–	–	﹤0.01%	450
2023 Q3	$16.4K	Hold	1,000	–	–	﹤0.01%	445
2023 Q2	$16.4K	Hold	1,000	–	–	﹤0.01%	445
2023 Q1	$16.5K	Hold	1,000	–	–	﹤0.01%	396
2022 Q4	$15.9K	Hold	1,000	–	–	0.01%	414
2022 Q3	$14K	Hold	1,000	–	–	﹤0.01%	418
2022 Q2	$15K	Hold	1,000	–	–	﹤0.01%	460
2022 Q1	$15K	Buy	+1,000	New	+$15.6K	﹤0.01%	460

Other funds holding UTZ

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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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

Beacon Capital Management LLC (Tennessee)'s UTZ Position: Q3 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Utz Brands (UTZ) in Q3 2024, closing a stake of 1,000 shares — an estimated $16.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in UTZ in Q1 2022 and held it in 10 quarters. The position peaked at $18.4K in Q1 2024. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining Utz Brands position as of Q3 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,000 Utz Brands shares in Q3 2024, an estimated $16.6K.
Beacon Capital Management LLC (Tennessee) first reported a position in Utz Brands in Q1 2022 and held it in 10 quarters.
Beacon Capital Management LLC (Tennessee)'s Utz Brands position peaked at $18.4K in Q1 2024.
213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2024, filed 7 Nov 2024.