Emerald Mutual Fund Advisers Trust’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$1.64M | 0.21% | 108 |
|
|
2024
Q3 | $5.7M | Sell |
321,951
-311,982
| -49% | -$5.52M | 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% | -$1.92M | 0.55% | 75 |
|
|
2023
Q3 | $10.1M | Buy |
752,119
+95,243
| +14% | +$1.28M | 0.61% | 76 |
|
|
2023
Q2 | $10.7M | Buy |
656,876
+265,212
| +68% | +$4.34M | 0.58% | 77 |
|
|
2023
Q1 | $6.45M | Buy |
391,664
+70,000
| +22% | +$1.15M | 0.38% | 94 |
|
|
2022
Q4 | $5.1M | Buy |
321,664
+14,621
| +5% | +$232K | 0.32% | 95 |
|
|
2022
Q3 | $4.64M | Buy |
+307,043
| New | +$4.64M | 0.29% | 101 |
|