Easterly Investment Partners’s Utz Brands UTZ Stock Holding History

Easterly Investment Partners’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
2026 Q1	–	Sell	-37,675	Closed	-$391K	–	221
2025 Q4	$391K	Buy	+37,675	New	+$406K	0.02%	189
2021 Q4	–	Sell	-28,750	Closed	-$492K	–	225
2021 Q3	$492K	Sell	28,750 -1,639	-5%	-$33.3K	0.03%	162
2021 Q2	$662K	Buy	30,389 +1,639	+6%	+$40.9K	0.08%	69
2021 Q1	$713K	Buy	28,750 +3,750	+15%	+$91K	0.09%	63
2020 Q4	$552K	Buy	+25,000	New	+$475K	0.08%	65

Other funds holding UTZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Easterly Investment Partners's UTZ Position: Q1 2026 in Review

Easterly Investment Partners sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 37,675 shares — an estimated $391K sold.

Easterly Investment Partners first reported a position in UTZ in Q4 2020 and held it in 5 quarters. The position peaked at $713K in Q1 2021. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

Easterly Investment Partners reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
Easterly Investment Partners sold 37,675 Utz Brands shares in Q1 2026, an estimated $391K.
Easterly Investment Partners first reported a position in Utz Brands in Q4 2020 and held it in 5 quarters.
Easterly Investment Partners's Utz Brands position peaked at $713K in Q1 2021.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Easterly Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.