Engle Capital Management’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-700,000
| Closed | -$11.5M | – | 34 |
|
|
2023
Q2 | $11.5M | Sell |
700,000
-466,000
| -40% | -$7.62M | 3.54% | 13 |
|
|
2023
Q1 | $19.2M | Buy |
1,166,000
+580,000
| +99% | +$9.55M | 6.3% | 4 |
|
|
2022
Q4 | $9.29M | Buy |
+586,000
| New | +$9.29M | 4.18% | 9 |
|
|
2021
Q3 | – | Sell |
-1,252,000
| Closed | -$27.3M | – | 31 |
|
|
2021
Q2 | $27.3M | Sell |
1,252,000
-180,000
| -13% | -$3.92M | 4% | 8 |
|
|
2021
Q1 | $35.5M | Sell |
1,432,000
-668,000
| -32% | -$16.6M | 5.39% | 7 |
|
|
2020
Q4 | $46.3M | Hold |
2,100,000
| – | – | 6.66% | 5 |
|
|
2020
Q3 | $37.6M | Buy |
+2,100,000
| New | +$37.6M | 5.93% | 9 |
|