CF
UTZ icon

CNA Financial’s Utz Brands UTZ Stock Holding History

CNA Financial’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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

CNA Financial's UTZ Position: Q1 2023 in Review

CNA Financial sold out of Utz Brands (UTZ) in Q1 2023, closing a stake of 27,612 shares — an estimated $438K sold.

CNA Financial first reported a position in UTZ in Q2 2020 and held it in 11 quarters. The position peaked at $1.34M in Q4 2020. 198 funds tracked by Wall St. Rank hold UTZ as of Q1 2023.

  • CNA Financial reported no remaining Utz Brands position as of Q1 2023 after selling out during the quarter.
  • CNA Financial sold 27,612 Utz Brands shares in Q1 2023, an estimated $438K.
  • CNA Financial first reported a position in Utz Brands in Q2 2020 and held it in 11 quarters.
  • CNA Financial's Utz Brands position peaked at $1.34M in Q4 2020.
  • 198 funds tracked by Wall St. Rank held Utz Brands as of Q1 2023.

Based on CNA Financial's 13F filing for Q1 2023, filed 11 May 2023.