DTL
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Dynamic Technology Lab’s Utz Brands UTZ Stock Holding History

Dynamic Technology Lab’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
2025
Q1 		– Sell
-11,630
Closed -$182K – 1377
2024
Q4 		$182K Sell
11,630
-4,247
-27% -$71.8K 0.03% 776
2024
Q3 		$281K Sell
15,877
-43,692
-73% -$726K 0.03% 768
2024
Q2 		$991K Buy
+59,569
New +$1.07M 0.11% 307
2023
Q2 		– Sell
-38,037
Closed -$627K – 1441
2023
Q1 		$627K Buy
+38,037
New +$629K 0.06% 547
2022
Q2 		– Sell
-29,742
Closed -$439K – 1556
2022
Q1 		$439K Buy
29,742
+175
+0.6% +$2.73K 0.05% 636
2021
Q4 		$472K Buy
+29,567
New +$471K 0.05% 616
2021
Q3 		– Sell
-25,943
Closed -$566K – 1487
2021
Q2 		$566K Buy
+25,943
New +$648K 0.06% 535

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return