OLA
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Oliver Luxxe Assets’s Utz Brands UTZ Stock Holding History

Oliver Luxxe Assets’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
Q4 		– Sell
-63,512
Closed -$853K – 180
2023
Q3 		$853K Buy
63,512
+34,820
+121% +$537K 0.22% 103
2023
Q2 		$469K Buy
28,692
+1,522
+6% +$26.1K 0.12% 139
2023
Q1 		$447K Buy
+27,170
New +$450K 0.12% 139
2021
Q3 		– Sell
-23,485
Closed -$512K – 214
2021
Q2 		$512K Buy
23,485
+5,385
+30% +$134K 0.14% 123
2021
Q1 		$449K Buy
18,100
+4,410
+32% +$107K 0.13% 127
2020
Q4 		$300K Buy
+13,690
New +$260K 0.09% 149

Other funds holding UTZ

Vanguard Group
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return