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Nicholas Investment Partners’s Utz Brands UTZ Stock Holding History

Nicholas Investment 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
2021
Q1 		– Sell
-21,156
Closed -$467K – 209
2020
Q4 		$467K Sell
21,156
-65,256
-76% -$1.24M 0.04% 171
2020
Q3 		$1.55M Buy
+86,412
New +$1.31M 0.17% 126

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Neuberger Berman Group
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BAMCO Inc
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ECM
Engle Capital Management Greenwich, Connecticut $364M AUM 109.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Nicholas Investment Partners's UTZ Position: Q1 2021 in Review

Nicholas Investment Partners sold out of Utz Brands (UTZ) in Q1 2021, closing a stake of 21,156 shares — an estimated $467K sold.

Nicholas Investment Partners first reported a position in UTZ in Q3 2020 and held it in 2 quarters. The position peaked at $1.55M in Q3 2020. 131 funds tracked by Wall St. Rank hold UTZ as of Q1 2021.

  • Nicholas Investment Partners reported no remaining Utz Brands position as of Q1 2021 after selling out during the quarter.
  • Nicholas Investment Partners sold 21,156 Utz Brands shares in Q1 2021, an estimated $467K.
  • Nicholas Investment Partners first reported a position in Utz Brands in Q3 2020 and held it in 2 quarters.
  • Nicholas Investment Partners's Utz Brands position peaked at $1.55M in Q3 2020.
  • 131 funds tracked by Wall St. Rank held Utz Brands as of Q1 2021.

Based on Nicholas Investment Partners's 13F filing for Q1 2021, filed 14 May 2021.