Jupiter Asset Management’s Utz Brands UTZ Stock Holding History

Jupiter Asset 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
2025 Q1	–	Sell	-73,956	Closed	-$1.16M	–	504
2024 Q4	$1.16M	Sell	73,956 -12,714	-15%	-$215K	0.01%	333
2024 Q3	$1.53M	Buy	+86,670	New	+$1.44M	0.01%	329
2022 Q4	–	Sell	-27,397	Closed	-$414K	–	575
2022 Q3	$414K	Buy	+27,397	New	+$444K	0.01%	457

Other funds holding UTZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Asset Management's UTZ Position: Q1 2025 in Review

Jupiter Asset Management sold out of Utz Brands (UTZ) in Q1 2025, closing a stake of 73,956 shares — an estimated $1.16M sold.

Jupiter Asset Management first reported a position in UTZ in Q3 2022 and held it in 3 quarters. The position peaked at $1.53M in Q3 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

Jupiter Asset Management reported no remaining Utz Brands position as of Q1 2025 after selling out during the quarter.
Jupiter Asset Management sold 73,956 Utz Brands shares in Q1 2025, an estimated $1.16M.
Jupiter Asset Management first reported a position in Utz Brands in Q3 2022 and held it in 3 quarters.
Jupiter Asset Management's Utz Brands position peaked at $1.53M in Q3 2024.
238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on Jupiter Asset Management's 13F filing for Q1 2025, filed 9 May 2025.