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DFPG Investments’s Utz Brands UTZ Stock Holding History

DFPG Investments’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
Q4 		$361K Sell
21,153
-1,382
-6% -$18.2K 0.03% 479
2023
Q3 		$273K Sell
22,535
-3,458
-13% -$53.3K 0.03% 494
2023
Q2 		$447K Buy
25,993
+3,088
+13% +$53K 0.04% 404
2023
Q1 		$377K Buy
22,905
+2,297
+11% +$38K 0.04% 390
2022
Q4 		$342K Buy
+20,608
New +$342K 0.06% 327

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 $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

DFPG Investments's UTZ Position: Q4 2023 in Review

DFPG Investments reduced its Utz Brands (UTZ) stake by 6.1% in Q4 2023, selling an estimated $18.2K and leaving 21,153 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #479.

DFPG Investments first reported a position in UTZ in Q4 2022 and has held it in 5 quarters since. The position peaked at $447K in Q2 2023. 204 funds tracked by Wall St. Rank hold UTZ as of Q4 2023.

  • DFPG Investments held 21,153 shares of Utz Brands worth $361K as of Q4 2023.
  • DFPG Investments sold 1,382 Utz Brands shares in Q4 2023, an estimated $18.2K.
  • Utz Brands made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #479 holding.
  • DFPG Investments first reported a position in Utz Brands in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Utz Brands position peaked at $447K in Q2 2023.
  • 204 funds tracked by Wall St. Rank held Utz Brands as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.