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Caption Management’s Utz Brands UTZ Stock Holding History

Caption Management’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
Q3 		– Sell
-39,900
Closed -$501K – 2059
2025
Q2 		$501K Hold
39,900
– – 0.01% 1111
2025
Q1 		$562K Buy
+39,900
New +$549K 0.01% 1076
2024
Q3 		– Sell
-81,000
Closed -$1.35M – 1601
2024
Q2 		$1.35M Hold
81,000
– – 0.02% 580
2024
Q1 		$1.49M Buy
+81,000
New +$1.44M 0.02% 627

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caption Management's UTZ Position: Q3 2025 in Review

Caption Management sold out of Utz Brands (UTZ) in Q3 2025, closing a stake of 12,300 shares — an estimated $154K sold.

Caption Management first reported a position in UTZ in Q4 2023 and held it in 3 quarters. The position peaked at $173K in Q1 2025. 239 funds tracked by Wall St. Rank hold UTZ as of Q3 2025.

  • Caption Management reported no remaining Utz Brands position as of Q3 2025 after selling out during the quarter.
  • Caption Management sold 12,300 Utz Brands shares in Q3 2025, an estimated $154K.
  • Caption Management first reported a position in Utz Brands in Q4 2023 and held it in 3 quarters.
  • Caption Management's Utz Brands position peaked at $173K in Q1 2025.
  • 239 funds tracked by Wall St. Rank held Utz Brands as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.