CNA Financial’s Utz Brands UTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-27,612
Closed -$438K 71
2022
Q4
$438K Sell
27,612
-21,030
-43% -$349K 0.27% 36
2022
Q3
$734K Sell
48,642
-2,790
-5% -$45.2K 0.28% 65
2022
Q2
$711K Sell
51,432
-380
-0.7% -$5.28K 0.25% 87
2022
Q1
$766K Hold
51,812
0.24% 112
2021
Q4
$826K Buy
51,812
+9,078
+21% +$145K 0.22% 124
2021
Q3
$732K Hold
42,734
0.2% 140
2021
Q2
$931K Sell
42,734
-10,295
-19% -$257K 0.26% 121
2021
Q1
$1.31M Sell
53,029
-7,611
-13% -$185K 0.4% 60
2020
Q4
$1.34M Hold
60,640
0.42% 60
2020
Q3
$1.08M Buy
60,640
+20,878
+53% +$317K 0.4% 60
2020
Q2
$545K Buy
+39,762
New +$461K 0.22% 113

Other funds holding UTZ