Disciplined Investments’s Utz Brands UTZ Stock Holding History

Disciplined 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 Q3	–	Sell	-164	Closed	-$2.68K	–	1477
2023 Q2	$2.68K	Buy	164 +2	+1%	+$34	﹤0.01%	547
2023 Q1	$2.67K	Buy	162 +1	+0.6%	+$17	﹤0.01%	558
2022 Q4	$2.55K	Hold	161	–	–	﹤0.01%	542
2022 Q3	$2K	Hold	161	–	–	﹤0.01%	734
2022 Q2	$2K	Hold	161	–	–	﹤0.01%	753
2022 Q1	$2K	Hold	161	–	–	﹤0.01%	804
2021 Q4	$3K	Hold	161	–	–	﹤0.01%	427
2021 Q3	$3K	Hold	161	–	–	﹤0.01%	382
2021 Q2	$4K	Hold	161	–	–	﹤0.01%	351
2021 Q1	$4K	Buy	+161	New	+$3.91K	﹤0.01%	307

Other funds holding UTZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return