GC
UTZ icon

Guggenheim Capital’s Utz Brands UTZ Stock Holding History

Guggenheim 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
2023
Q3 		– Sell
-51,811
Closed -$848K – 1920
2023
Q2 		$848K Sell
51,811
-723
-1% -$12.4K 0.01% 1243
2023
Q1 		$865K Sell
52,534
-57
-0.1% -$943 0.01% 1254
2022
Q4 		$834K Sell
52,591
-1,775
-3% -$29.4K 0.01% 1253
2022
Q3 		$821K Sell
54,366
-273
-0.5% -$4.42K 0.01% 1245
2022
Q2 		$755K Sell
54,639
-2,058
-4% -$28.6K 0.01% 1364
2022
Q1 		$838K Buy
56,697
+11,615
+26% +$182K 0.01% 1445
2021
Q4 		$719K Buy
45,082
+8,009
+22% +$128K ﹤0.01% 1507
2021
Q3 		$635K Buy
+37,073
New +$753K ﹤0.01% 1646

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return