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Gratus Capital’s Utz Brands UTZ Stock Holding History

Gratus 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
2024
Q2 		$9.7M Buy
583,117
+17,130
+3% +$308K 0.39% 74
2024
Q1 		$10.4M Buy
565,987
+13,617
+2% +$242K 0.48% 68
2023
Q4 		$8.97M Buy
552,370
+70,755
+15% +$934K 0.51% 66
2023
Q3 		$6.47M Buy
+481,615
New +$7.42M 0.44% 71

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Gratus Capital's UTZ Position: Q2 2024 in Review

Gratus Capital increased its Utz Brands (UTZ) stake by 3% in Q2 2024, buying an estimated $308K and bringing the position to 583,117 shares worth $9.7M. The position accounts for 0.39% of the portfolio, ranked #74.

Gratus Capital first reported a position in UTZ in Q3 2023 and has held it in 4 quarters since. The position peaked at $10.4M in Q1 2024. 217 funds tracked by Wall St. Rank hold UTZ as of Q2 2024.

  • Gratus Capital held 583,117 shares of Utz Brands worth $9.7M as of Q2 2024.
  • Gratus Capital bought 17,130 Utz Brands shares in Q2 2024, an estimated $308K.
  • Utz Brands made up 0.39% of Gratus Capital's portfolio in Q2 2024, its #74 holding.
  • Gratus Capital first reported a position in Utz Brands in Q3 2023 and has held it in 4 quarters since.
  • Gratus Capital's Utz Brands position peaked at $10.4M in Q1 2024.
  • 217 funds tracked by Wall St. Rank held Utz Brands as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.