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Northwest & Ethical Investments’s Utz Brands UTZ Stock Holding History

Northwest & Ethical Investments’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
2024
Q3 		– Sell
-5,100
Closed -$84.9K – 541
2024
Q2 		$84.9K Buy
+5,100
New +$91.8K ﹤0.01% 455

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northwest & Ethical Investments's UTZ Position: Q3 2024 in Review

Northwest & Ethical Investments sold out of Utz Brands (UTZ) in Q3 2024, closing a stake of 5,100 shares — an estimated $84.9K sold.

Northwest & Ethical Investments first reported a position in UTZ in Q2 2024 and held it in 1 quarter. The position peaked at $84.9K in Q2 2024. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

  • Northwest & Ethical Investments reported no remaining Utz Brands position as of Q3 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 5,100 Utz Brands shares in Q3 2024, an estimated $84.9K.
  • Northwest & Ethical Investments first reported a position in Utz Brands in Q2 2024 and held it in 1 quarter.
  • Northwest & Ethical Investments's Utz Brands position peaked at $84.9K in Q2 2024.
  • 213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on Northwest & Ethical Investments's 13F filing for Q3 2024, filed 14 Nov 2024.