Cambridge Trust’s Utz Brands UTZ Stock Holding History

Cambridge Trust’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 Q1	–	Sell	-203	Closed	-$3K	–	818
2022 Q4	$3K	Buy	203 +1	+0.5%	+$17	﹤0.01%	759
2022 Q3	$3K	Buy	202 +1	+0.5%	+$16	﹤0.01%	767
2022 Q2	$3K	Hold	201	–	–	﹤0.01%	794
2022 Q1	$3K	Buy	201 +1	+0.5%	+$16	﹤0.01%	859
2021 Q4	$3K	Buy	+200	New	+$3.18K	﹤0.01%	943

Other funds holding UTZ

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Cambridge Trust's UTZ Position: Q1 2023 in Review

Cambridge Trust sold out of Utz Brands (UTZ) in Q1 2023, closing a stake of 203 shares — an estimated $3K sold.

Cambridge Trust first reported a position in UTZ in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2022. 198 funds tracked by Wall St. Rank hold UTZ as of Q1 2023.

Cambridge Trust reported no remaining Utz Brands position as of Q1 2023 after selling out during the quarter.
Cambridge Trust sold 203 Utz Brands shares in Q1 2023, an estimated $3K.
Cambridge Trust first reported a position in Utz Brands in Q4 2021 and held it in 5 quarters.
Cambridge Trust's Utz Brands position peaked at $3K in Q4 2022.
198 funds tracked by Wall St. Rank held Utz Brands as of Q1 2023.

Based on Cambridge Trust's 13F filing for Q1 2023, filed 12 May 2023.