FORA Capital’s Utz Brands UTZ Stock Holding History

FORA Capital’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
2021 Q1	–	Sell	-3,850	Closed	-$85K	–	1120
2020 Q4	$85K	Buy	+3,850	New	+$73.2K	0.01%	697
2020 Q3	–	Sell	-18,770	Closed	-$257K	–	1003
2020 Q2	$257K	Buy	+18,770	New	+$217K	0.09%	294

Other funds holding UTZ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ECM

Engle Capital Management Greenwich, Connecticut $364M AUM 109.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

FORA Capital's UTZ Position: Q1 2021 in Review

FORA Capital sold out of Utz Brands (UTZ) in Q1 2021, closing a stake of 3,850 shares — an estimated $85K sold.

FORA Capital first reported a position in UTZ in Q2 2020 and held it in 2 quarters. The position peaked at $257K in Q2 2020. 131 funds tracked by Wall St. Rank hold UTZ as of Q1 2021.

FORA Capital reported no remaining Utz Brands position as of Q1 2021 after selling out during the quarter.
FORA Capital sold 3,850 Utz Brands shares in Q1 2021, an estimated $85K.
FORA Capital first reported a position in Utz Brands in Q2 2020 and held it in 2 quarters.
FORA Capital's Utz Brands position peaked at $257K in Q2 2020.
131 funds tracked by Wall St. Rank held Utz Brands as of Q1 2021.

Based on FORA Capital's 13F filing for Q1 2021, filed 17 May 2021.