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	–	1475
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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Disciplined Investments's UTZ Position: Q3 2023 in Review

Disciplined Investments sold out of Utz Brands (UTZ) in Q3 2023, closing a stake of 164 shares — an estimated $2.68K sold.

Disciplined Investments first reported a position in UTZ in Q1 2021 and held it in 10 quarters. The position peaked at $4K in Q2 2021. 190 funds tracked by Wall St. Rank hold UTZ as of Q3 2023.

Disciplined Investments reported no remaining Utz Brands position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 164 Utz Brands shares in Q3 2023, an estimated $2.68K.
Disciplined Investments first reported a position in Utz Brands in Q1 2021 and held it in 10 quarters.
Disciplined Investments's Utz Brands position peaked at $4K in Q2 2021.
190 funds tracked by Wall St. Rank held Utz Brands as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.