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Bruce G. Allen Investments’s Utz Brands UTZ Stock Holding History

Bruce G. Allen Investments’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
2025
Q2 		– Sell
-39
Closed -$549 – 1135
2025
Q1 		$549 Buy
39
+7
+22% +$96 ﹤0.01% 928
2024
Q4 		$501 Buy
32
+7
+28% +$118 ﹤0.01% 959
2024
Q3 		$443 Buy
+25
New +$415 ﹤0.01% 976

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bruce G. Allen Investments's UTZ Position: Q2 2025 in Review

Bruce G. Allen Investments sold out of Utz Brands (UTZ) in Q2 2025, closing a stake of 39 shares — an estimated $549 sold.

Bruce G. Allen Investments first reported a position in UTZ in Q3 2024 and held it in 3 quarters. The position peaked at $549 in Q1 2025. 238 funds tracked by Wall St. Rank hold UTZ as of Q2 2025.

  • Bruce G. Allen Investments reported no remaining Utz Brands position as of Q2 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 39 Utz Brands shares in Q2 2025, an estimated $549.
  • Bruce G. Allen Investments first reported a position in Utz Brands in Q3 2024 and held it in 3 quarters.
  • Bruce G. Allen Investments's Utz Brands position peaked at $549 in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q2 2025.

Based on Bruce G. Allen Investments's 13F filing for Q2 2025, filed 9 Jul 2025.