Choreo LLC’s Utz Brands UTZ Stock Holding History

Choreo LLC’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 Q1	–	Sell	-11,672	Closed	-$182K	–	1604
2024 Q4	$182K	Hold	11,672	–	–	﹤0.01%	1453
2024 Q3	$211K	Sell	11,672 -52	-0.4%	-$864	﹤0.01%	1446
2024 Q2	$195K	Buy	+11,724	New	+$211K	﹤0.01%	1345

Other funds holding UTZ

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CIP

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

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

CCM

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Choreo LLC's UTZ Position: Q1 2025 in Review

Choreo LLC sold out of Utz Brands (UTZ) in Q1 2025, closing a stake of 11,672 shares — an estimated $182K sold.

Choreo LLC first reported a position in UTZ in Q2 2024 and held it in 3 quarters. The position peaked at $211K in Q3 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

Choreo LLC reported no remaining Utz Brands position as of Q1 2025 after selling out during the quarter.
Choreo LLC sold 11,672 Utz Brands shares in Q1 2025, an estimated $182K.
Choreo LLC first reported a position in Utz Brands in Q2 2024 and held it in 3 quarters.
Choreo LLC's Utz Brands position peaked at $211K in Q3 2024.
238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on Choreo LLC's 13F filing for Q1 2025, filed 6 May 2025.