KB Financial Partners’s Utz Brands UTZ Stock Holding History

KB Financial Partners’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	$38K	Sell	2,833 -615	-18%	-$9.48K	0.01%	287
2023 Q2	$56K	Buy	3,448 +426	+14%	+$7.31K	0.02%	253
2023 Q1	$50K	Hold	3,022	–	–	0.01%	259
2022 Q4	$48K	Hold	3,022	–	–	0.02%	260
2022 Q3	$46K	Sell	3,022 -454	-13%	-$7.36K	0.02%	255
2022 Q2	$48K	Hold	3,476	–	–	0.02%	253
2022 Q1	$51K	Hold	3,476	–	–	0.01%	270
2021 Q4	$55K	Buy	+3,476	New	+$55.3K	0.02%	281
2021 Q3	–	Sell	-1,937	Closed	-$42K	–	546
2021 Q2	$42K	Buy	1,937 +548	+39%	+$13.7K	0.02%	277
2021 Q1	$34K	Buy	+1,389	New	+$33.7K	0.01%	311

Other funds holding UTZ

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 New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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 New York $33.1B AUM 11.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

KB Financial Partners's UTZ Position: Q3 2023 in Review

KB Financial Partners reduced its Utz Brands (UTZ) stake by 18% in Q3 2023, selling an estimated $9.48K and leaving 2,833 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #287.

KB Financial Partners first reported a position in UTZ in Q1 2021 and has held it in 10 quarters since. The position peaked at $56K in Q2 2023. 190 funds tracked by Wall St. Rank hold UTZ as of Q3 2023.

KB Financial Partners held 2,833 shares of Utz Brands worth $38K as of Q3 2023.
KB Financial Partners sold 615 Utz Brands shares in Q3 2023, an estimated $9.48K.
Utz Brands made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #287 holding.
KB Financial Partners first reported a position in Utz Brands in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Utz Brands position peaked at $56K in Q2 2023.
190 funds tracked by Wall St. Rank held Utz Brands as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.