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Diligent Investors’s Utz Brands UTZ Stock Holding History

Diligent Investors’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
Q3 		– Sell
-10,389
Closed -$173K – 359
2024
Q2 		$173K Sell
10,389
-498
-5% -$8.96K 0.04% 320
2024
Q1 		$201K Sell
10,887
-699
-6% -$12.4K 0.05% 309
2023
Q4 		$188K Sell
11,586
-97
-0.8% -$1.28K 0.05% 301
2023
Q3 		$157K Buy
11,683
+301
+3% +$4.64K 0.05% 284
2023
Q2 		$186K Sell
11,382
-1,416
-11% -$24.3K 0.06% 269
2023
Q1 		$211K Buy
12,798
+5
+0% +$83 0.07% 254
2022
Q4 		$203K Sell
12,793
-2,296
-15% -$38.1K 0.07% 259
2022
Q3 		$228K Buy
15,089
+8
+0.1% +$130 0.08% 219
2022
Q2 		$208K Buy
15,081
+109
+0.7% +$1.51K 0.07% 229
2022
Q1 		$221K Buy
14,972
+4
+0% +$63 0.06% 239
2021
Q4 		$239K Buy
14,968
+3,984
+36% +$63.4K 0.07% 226
2021
Q3 		$239K Hold
10,984
– – 0.08% 203
2021
Q2 		$239K Sell
10,984
-273
-2% -$6.82K 0.08% 204
2021
Q1 		$279K Sell
11,257
-297
-3% -$7.21K 0.1% 181
2020
Q4 		$255K Buy
+11,554
New +$220K 0.1% 174

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BAMCO Inc
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Diligent Investors's UTZ Position: Q3 2024 in Review

Diligent Investors sold out of Utz Brands (UTZ) in Q3 2024, closing a stake of 10,389 shares — an estimated $173K sold.

Diligent Investors first reported a position in UTZ in Q4 2020 and held it in 15 quarters. The position peaked at $279K in Q1 2021. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

  • Diligent Investors reported no remaining Utz Brands position as of Q3 2024 after selling out during the quarter.
  • Diligent Investors sold 10,389 Utz Brands shares in Q3 2024, an estimated $173K.
  • Diligent Investors first reported a position in Utz Brands in Q4 2020 and held it in 15 quarters.
  • Diligent Investors's Utz Brands position peaked at $279K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on Diligent Investors's 13F filing for Q3 2024, filed 1 Nov 2024.