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EMFAT
Emerald Mutual Fund Advisers Trust’s
Utz Brands
UTZ
Stock Holding History
Emerald Mutual Fund Advisers Trust’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
-72,163
Closed
-$749K
–
209
2025
Q4
$749K
Sell
72,163
-144,847
-67%
-$1.56M
0.04%
143
2025
Q3
$2.64M
Hold
217,010
–
–
0.14%
121
2025
Q2
$2.72M
Hold
217,010
–
–
0.17%
116
2025
Q1
$3.06M
Hold
217,010
–
–
0.22%
107
2024
Q4
$3.4M
Sell
217,010
-104,941
-33%
-$1.77M
0.21%
108
2024
Q3
$5.7M
Sell
321,951
-311,982
-49%
-$5.18M
0.3%
100
2024
Q2
$10.5M
Hold
633,933
–
–
0.55%
65
2024
Q1
$11.7M
Hold
633,933
–
–
0.61%
66
2023
Q4
$10.3M
Sell
633,933
-118,186
-16%
-$1.56M
0.55%
75
2023
Q3
$10.1M
Buy
752,119
+95,243
+14%
+$1.47M
0.61%
76
2023
Q2
$10.7M
Buy
656,876
+265,212
+68%
+$4.55M
0.58%
77
2023
Q1
$6.45M
Buy
391,664
+70,000
+22%
+$1.16M
0.38%
94
2022
Q4
$5.1M
Buy
321,664
+14,621
+5%
+$242K
0.32%
95
2022
Q3
$4.64M
Buy
+307,043
New
+$4.98M
0.29%
101
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1-Year Est. Return
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$1.91T AUM
VCM
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$4.04T AUM
Balyasny Asset Management
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$50.9B AUM
42.89%
1-Year Est. Return
Alyeska Investment Group
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$35.3B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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