Governors Lane’s Utz Brands UTZ Stock Holding History

Governors Lane’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
2020 Q3	–	Sell	-900,000	Closed	-$12.3M	–	108
2020 Q2	$12.3M	Sell	900,000 -1,100,000	-55%	-$12.7M	1.31%	28
2020 Q1	$20.5M	Hold	2,000,000	–	–	2.84%	9
2019 Q4	$20.6M	Hold	2,000,000	–	–	3.32%	6
2019 Q3	$20.4M	Hold	2,000,000	–	–	2.72%	11
2019 Q2	$20M	Hold	2,000,000	–	–	1.57%	18
2019 Q1	$19.9M	Hold	2,000,000	–	–	1.45%	27
2018 Q4	$19.4M	Buy	+2,000,000	New	+$19.3M	1.82%	25

Other funds holding UTZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ECM

Engle Capital Management Greenwich, Connecticut $293M AUM 68.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

Governors Lane's UTZ Position: Q3 2020 in Review

Governors Lane sold out of Utz Brands (UTZ) in Q3 2020, closing a stake of 900,000 shares — an estimated $12.3M sold.

Governors Lane first reported a position in UTZ in Q4 2018 and held it in 7 quarters. The position peaked at $20.6M in Q4 2019. 84 funds tracked by Wall St. Rank hold UTZ as of Q3 2020.

Governors Lane reported no remaining Utz Brands position as of Q3 2020 after selling out during the quarter.
Governors Lane sold 900,000 Utz Brands shares in Q3 2020, an estimated $12.3M.
Governors Lane first reported a position in Utz Brands in Q4 2018 and held it in 7 quarters.
Governors Lane's Utz Brands position peaked at $20.6M in Q4 2019.
84 funds tracked by Wall St. Rank held Utz Brands as of Q3 2020.

Based on Governors Lane's 13F filing for Q3 2020, filed 13 Nov 2020.