Benin Management Corp’s Utz Brands UTZ Stock Holding History

Benin Management Corp’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
2023 Q4	–	Sell	-11,620	Closed	-$156K	–	108
2023 Q3	$156K	Hold	11,620	–	–	0.06%	100
2023 Q2	$190K	Hold	11,620	–	–	0.07%	96
2023 Q1	$191K	Sell	11,620 -200	-2%	-$3.31K	0.07%	99
2022 Q4	$187K	Hold	11,820	–	–	0.08%	95
2022 Q3	$178K	Hold	11,820	–	–	0.07%	91
2022 Q2	$163K	Sell	11,820 -700	-6%	-$9.73K	0.06%	96
2022 Q1	$185K	Buy	+12,520	New	+$196K	0.06%	103
2021 Q4	–	Sell	-14,020	Closed	-$240K	–	104
2021 Q3	$240K	Buy	+14,020	New	+$285K	0.08%	98
2021 Q2	–	Sell	-12,720	Closed	-$315K	–	106
2021 Q1	$315K	Buy	12,720 +1,200	+10%	+$29.1K	0.11%	79
2020 Q4	$254K	Buy	+11,520	New	+$219K	0.1%	83

Other funds holding UTZ

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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

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

Benin Management Corp's UTZ Position: Q4 2023 in Review

Benin Management Corp sold out of Utz Brands (UTZ) in Q4 2023, closing a stake of 11,620 shares — an estimated $156K sold.

Benin Management Corp first reported a position in UTZ in Q4 2020 and held it in 10 quarters. The position peaked at $315K in Q1 2021. 204 funds tracked by Wall St. Rank hold UTZ as of Q4 2023.

Benin Management Corp reported no remaining Utz Brands position as of Q4 2023 after selling out during the quarter.
Benin Management Corp sold 11,620 Utz Brands shares in Q4 2023, an estimated $156K.
Benin Management Corp first reported a position in Utz Brands in Q4 2020 and held it in 10 quarters.
Benin Management Corp's Utz Brands position peaked at $315K in Q1 2021.
204 funds tracked by Wall St. Rank held Utz Brands as of Q4 2023.

Based on Benin Management Corp's 13F filing for Q4 2023, filed 25 Jan 2024.