J. Goldman & Co’s Utz Brands UTZ Stock Holding History

J. Goldman & Co’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	-153,284	Closed	-$487K	–	389
2020 Q2	$487K	Sell	153,284 -310,182	-67%	-$3.59M	0.03%	221
2020 Q1	$431K	Sell	463,466 -3,200	-0.7%	-$33.8K	0.05%	182
2019 Q4	$639K	Hold	466,666	–	–	0.05%	208
2019 Q3	$653K	Buy	+466,666	New	+$4.76M	0.05%	209

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

J. Goldman & Co's UTZ Position: Q2 2020 in Review

J. Goldman & Co sold out of Utz Brands (UTZ) in Q2 2020, closing a stake of 1,463,893 shares — an estimated $17M sold.

J. Goldman & Co first reported a position in UTZ in Q3 2019 and held it in 3 quarters. The position peaked at $15M in Q1 2020. 72 funds tracked by Wall St. Rank hold UTZ as of Q2 2020.

J. Goldman & Co reported no remaining Utz Brands position as of Q2 2020 after selling out during the quarter.
J. Goldman & Co sold 1,463,893 Utz Brands shares in Q2 2020, an estimated $17M.
J. Goldman & Co first reported a position in Utz Brands in Q3 2019 and held it in 3 quarters.
J. Goldman & Co's Utz Brands position peaked at $15M in Q1 2020.
72 funds tracked by Wall St. Rank held Utz Brands as of Q2 2020.

Based on J. Goldman & Co's 13F filing for Q2 2020, filed 14 Aug 2020.