Cary Street Partners Investment Advisory’s Utz Brands UTZ Stock Holding History

Cary Street Partners Investment Advisory’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
2024 Q4	–	Sell	-10,634	Closed	-$188K	–	753
2024 Q3	$188K	Sell	10,634 -5,900	-36%	-$98K	0.01%	737
2024 Q2	$275K	Sell	16,534 -756	-4%	-$13.6K	0.01%	617
2024 Q1	$319K	Sell	17,290 -600	-3%	-$10.7K	0.01%	551
2023 Q4	$291K	Sell	17,890 -8,170	-31%	-$108K	0.01%	533
2023 Q3	$350K	Sell	26,060 -24,600	-49%	-$379K	0.02%	446
2023 Q2	$829K	Buy	50,660 +120	+0.2%	+$2.06K	0.05%	285
2023 Q1	$832K	Hold	50,540	–	–	0.06%	265
2022 Q4	$802K	Sell	50,540 -200	-0.4%	-$3.32K	0.06%	268
2022 Q3	$766K	Buy	50,740 +5,240	+12%	+$84.9K	0.06%	263
2022 Q2	$629K	Buy	+45,500	New	+$633K	0.05%	277

Other funds holding UTZ

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

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

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

CIP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

CCM

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

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

Cary Street Partners Investment Advisory's UTZ Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Utz Brands (UTZ) in Q4 2024, closing a stake of 10,634 shares — an estimated $188K sold.

Cary Street Partners Investment Advisory first reported a position in UTZ in Q2 2022 and held it in 10 quarters. The position peaked at $832K in Q1 2023. 223 funds tracked by Wall St. Rank hold UTZ as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Utz Brands position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 10,634 Utz Brands shares in Q4 2024, an estimated $188K.
Cary Street Partners Investment Advisory first reported a position in Utz Brands in Q2 2022 and held it in 10 quarters.
Cary Street Partners Investment Advisory's Utz Brands position peaked at $832K in Q1 2023.
223 funds tracked by Wall St. Rank held Utz Brands as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.