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Capital Impact Advisors’s Utz Brands UTZ Stock Holding History

Capital Impact Advisors’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
-40,502
Closed -$544K – 120
2023
Q3 		$544K Hold
40,502
– – 0.91% 55
2023
Q2 		$663K Hold
40,502
– – 0.73% 55
2023
Q1 		$667K Hold
40,502
– – 0.82% 37
2022
Q4 		$642K Hold
40,502
– – 0.63% 52
2022
Q3 		$725K Sell
40,502
-18,265
-31% -$296K 0.72% 41
2022
Q2 		$812K Buy
58,767
+26,202
+80% +$364K 0.75% 23
2022
Q1 		$481K Buy
+32,565
New +$509K 0.35% 137

Other funds holding UTZ

Vanguard Group
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
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
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
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return