Emerald Advisers’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-360,650
| Closed | -$3.74M | – | 258 |
|
|
2025
Q4 | $3.74M | Sell |
360,650
-67,259
| -16% | -$725K | 0.12% | 117 |
|
|
2025
Q3 | $5.2M | Sell |
427,909
-7,935
| -2% | -$105K | 0.17% | 117 |
|
|
2025
Q2 | $5.47M | Buy |
435,844
+17,672
| +4% | +$231K | 0.2% | 110 |
|
|
2025
Q1 | $5.89M | Sell |
418,172
-9,829
| -2% | -$135K | 0.27% | 102 |
|
|
2024
Q4 | $6.7M | Sell |
428,001
-12,095
| -3% | -$204K | 0.26% | 106 |
|
|
2024
Q3 | $7.79M | Sell |
440,096
-312,861
| -42% | -$5.2M | 0.3% | 102 |
|
|
2024
Q2 | $12.5M | Sell |
752,957
-43,836
| -6% | -$789K | 0.53% | 68 |
|
|
2024
Q1 | $14.7M | Buy |
796,793
+21,936
| +3% | +$390K | 0.59% | 67 |
|
|
2023
Q4 | $12.6M | Sell |
774,857
-155,039
| -17% | -$2.05M | 0.54% | 79 |
|
|
2023
Q3 | $12.5M | Buy |
929,896
+126,948
| +16% | +$1.96M | 0.6% | 77 |
|
|
2023
Q2 | $13.1M | Buy |
802,948
+173,508
| +28% | +$2.98M | 0.57% | 79 |
|
|
2023
Q1 | $10.4M | Sell |
629,440
-15,844
| -2% | -$262K | 0.5% | 85 |
|
|
2022
Q4 | $10.2M | Buy |
645,284
+159,614
| +33% | +$2.65M | 0.49% | 89 |
|
|
2022
Q3 | $7.33M | Buy |
485,670
+484,180
| +32,495% | +$7.85M | 0.38% | 93 |
|
|
2022
Q2 | $21K | Hold |
1,490
| – | – | ﹤0.01% | 240 |
|
|
2022
Q1 | $22K | Hold |
1,490
| – | – | ﹤0.01% | 252 |
|
|
2021
Q4 | $24K | Buy |
+1,490
| New | +$23.7K | ﹤0.01% | 270 |
|
|
2021
Q3 | – | Sell |
-19,775
| Closed | -$431K | – | 287 |
|
|
2021
Q2 | $431K | Hold |
19,775
| – | – | 0.02% | 203 |
|
|
2021
Q1 | $490K | Hold |
19,775
| – | – | 0.02% | 197 |
|
|
2020
Q4 | $436K | Buy |
19,775
+4,435
| +29% | +$84.3K | 0.01% | 207 |
|
|
2020
Q3 | $275K | Buy |
15,340
+5,690
| +59% | +$86.3K | 0.01% | 215 |
|
|
2020
Q2 | $132K | Buy |
+9,650
| New | +$112K | 0.01% | 231 |
|
Other funds holding UTZ
CCM
VPM
VCM
