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Jackson Creek Investment Advisors’s Utz Brands UTZ Stock Holding History

Jackson Creek Investment Advisors’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
Q1 		– Sell
-63,455
Closed -$1.03M – 370
2023
Q4 		$1.03M Sell
63,455
-11
-0% -$145 0.4% 99
2023
Q3 		$852K Buy
+63,466
New +$978K 0.36% 142

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Jackson Creek Investment Advisors's UTZ Position: Q1 2024 in Review

Jackson Creek Investment Advisors sold out of Utz Brands (UTZ) in Q1 2024, closing a stake of 63,455 shares — an estimated $1.03M sold.

Jackson Creek Investment Advisors first reported a position in UTZ in Q3 2023 and held it in 2 quarters. The position peaked at $1.03M in Q4 2023. 199 funds tracked by Wall St. Rank hold UTZ as of Q1 2024.

  • Jackson Creek Investment Advisors reported no remaining Utz Brands position as of Q1 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 63,455 Utz Brands shares in Q1 2024, an estimated $1.03M.
  • Jackson Creek Investment Advisors first reported a position in Utz Brands in Q3 2023 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Utz Brands position peaked at $1.03M in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Utz Brands as of Q1 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.