Longfellow Investment Management’s Utz Brands UTZ Stock Holding History

Longfellow Investment 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
2020 Q3	–	Sell	-35,600	Closed	-$488K	–	122
2020 Q2	$488K	Sell	35,600 -157,887	-82%	-$1.83M	0.15%	74
2020 Q1	$2.03M	Buy	193,487 +188,373	+3,683%	+$1.99M	0.69%	42
2019 Q4	$53K	Hold	5,114	–	–	0.02%	90
2019 Q3	$52K	Buy	+5,114	New	+$52.1K	0.02%	89
2019 Q2	–	Sell	-144,763	Closed	-$1.44M	–	112
2019 Q1	$1.44M	Buy	+144,763	New	+$1.42M	0.86%	46

Other funds holding UTZ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

ECM

Engle Capital Management Greenwich, Connecticut $364M AUM 109.47% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

SAM

Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return

Longfellow Investment Management's UTZ Position: Q3 2020 in Review

Longfellow Investment Management sold out of Utz Brands (UTZ) in Q3 2020, closing a stake of 35,600 shares — an estimated $488K sold.

Longfellow Investment Management first reported a position in UTZ in Q1 2019 and held it in 5 quarters. The position peaked at $2.03M in Q1 2020. 84 funds tracked by Wall St. Rank hold UTZ as of Q3 2020.

Longfellow Investment Management reported no remaining Utz Brands position as of Q3 2020 after selling out during the quarter.
Longfellow Investment Management sold 35,600 Utz Brands shares in Q3 2020, an estimated $488K.
Longfellow Investment Management first reported a position in Utz Brands in Q1 2019 and held it in 5 quarters.
Longfellow Investment Management's Utz Brands position peaked at $2.03M in Q1 2020.
84 funds tracked by Wall St. Rank held Utz Brands as of Q3 2020.

Based on Longfellow Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.