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HGC Investment Management’s Utz Brands UTZ Stock Holding History

HGC Investment Management’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
-404,482
Closed -$5.54M – 154
2020
Q2 		$5.54M Sell
404,482
-3,124,546
-89% -$36.2M 0.79% 33
2020
Q1 		$35.8M Buy
3,529,028
+48,993
+1% +$518K 6.19% 4
2019
Q4 		$35.8M Buy
3,480,035
+725,400
+26% +$7.43M 6.15% 1
2019
Q3 		$28.1M Buy
2,754,635
+1,041,966
+61% +$10.6M 5.1% 2
2019
Q2 		$17.1M Buy
1,712,669
+310,383
+22% +$3.11M 3.36% 8
2019
Q1 		$13.9M Buy
1,402,286
+801,286
+133% +$7.86M 3.24% 9
2018
Q4 		$5.79M Buy
+601,000
New +$5.79M 1.4% 29

Other funds holding UTZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
Engle Capital Management Greenwich, Connecticut $364M AUM 109.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SAM
Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return

HGC Investment Management's UTZ Position: Q3 2020 in Review

HGC Investment Management sold out of Utz Brands (UTZ) in Q3 2020, closing a stake of 404,482 shares — an estimated $5.54M sold.

HGC Investment Management first reported a position in UTZ in Q4 2018 and held it in 7 quarters. The position peaked at $35.8M in Q1 2020. 84 funds tracked by Wall St. Rank hold UTZ as of Q3 2020.

  • HGC Investment Management reported no remaining Utz Brands position as of Q3 2020 after selling out during the quarter.
  • HGC Investment Management sold 404,482 Utz Brands shares in Q3 2020, an estimated $5.54M.
  • HGC Investment Management first reported a position in Utz Brands in Q4 2018 and held it in 7 quarters.
  • HGC Investment Management's Utz Brands position peaked at $35.8M in Q1 2020.
  • 84 funds tracked by Wall St. Rank held Utz Brands as of Q3 2020.

Based on HGC Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.