Oppenheimer & Co’s Utz Brands UTZ Stock Holding History

Oppenheimer & Co’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
2022 Q4	–	Sell	-10,298	Closed	-$155K	–	1435
2022 Q3	$155K	Buy	+10,298	New	+$167K	﹤0.01%	1259

Other funds holding UTZ

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Oppenheimer & Co's UTZ Position: Q4 2022 in Review

Oppenheimer & Co sold out of Utz Brands (UTZ) in Q4 2022, closing a stake of 10,298 shares — an estimated $155K sold.

Oppenheimer & Co first reported a position in UTZ in Q3 2022 and held it in 1 quarter. The position peaked at $155K in Q3 2022. 179 funds tracked by Wall St. Rank hold UTZ as of Q4 2022.

Oppenheimer & Co reported no remaining Utz Brands position as of Q4 2022 after selling out during the quarter.
Oppenheimer & Co sold 10,298 Utz Brands shares in Q4 2022, an estimated $155K.
Oppenheimer & Co first reported a position in Utz Brands in Q3 2022 and held it in 1 quarter.
Oppenheimer & Co's Utz Brands position peaked at $155K in Q3 2022.
179 funds tracked by Wall St. Rank held Utz Brands as of Q4 2022.

Based on Oppenheimer & Co's 13F filing for Q4 2022, filed 8 Feb 2023.