DI
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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 $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $134B AUM 35.51% 1-Year Est. Return