LC
UTZ icon

Lindbrook Capital’s Utz Brands UTZ Stock Holding History

Lindbrook Capital’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 		$183 Sell
13
-63
-83% -$867 ﹤0.01% 2714
2024
Q4 		$1.19K Buy
76
+38
+100% +$642 ﹤0.01% 2446
2024
Q3 		$673 Buy
38
+18
+90% +$299 ﹤0.01% 2594
2024
Q2 		$333 Hold
20
– – ﹤0.01% 2678
2024
Q1 		$369 Hold
20
– – ﹤0.01% 2548
2023
Q4 		$325 Buy
+20
New +$264 ﹤0.01% 2620
2023
Q3 		– Sell
-67
Closed -$1.1K – 2834
2023
Q2 		$1.1K Buy
67
+27
+68% +$464 ﹤0.01% 2352
2023
Q1 		$659 Hold
40
– – ﹤0.01% 2548
2022
Q4 		$634 Buy
+40
New +$663 ﹤0.01% 2546

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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 $4.87B AUM 31.21% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lindbrook Capital's UTZ Position: Q1 2025 in Review

Lindbrook Capital reduced its Utz Brands (UTZ) stake by 83% in Q1 2025, selling an estimated $867 and leaving 13 shares worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Lindbrook Capital first reported a position in UTZ in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.19K in Q4 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

  • Lindbrook Capital held 13 shares of Utz Brands worth $183 as of Q1 2025.
  • Lindbrook Capital sold 63 Utz Brands shares in Q1 2025, an estimated $867.
  • Utz Brands made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2714 holding.
  • Lindbrook Capital first reported a position in Utz Brands in Q4 2022 and has held it in 9 quarters since.
  • Lindbrook Capital's Utz Brands position peaked at $1.19K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.