Panagora Asset Management’s Utz Brands UTZ Stock Holding History

Panagora Asset 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
2023 Q3	–	Sell	-14,657	Closed	-$240K	–	1310
2023 Q2	$240K	Hold	14,657	–	–	﹤0.01%	1147
2023 Q1	$241K	Buy	+14,657	New	+$243K	﹤0.01%	1320
2020 Q3	–	Sell	-222	Closed	-$3K	–	2763
2020 Q2	$3K	Sell	222 -222	-50%	-$2.57K	﹤0.01%	2444
2020 Q1	$5K	Hold	444	–	–	﹤0.01%	2270
2019 Q4	$5K	Hold	444	–	–	﹤0.01%	2256
2019 Q3	$5K	Sell	444 -37,980	-99%	-$387K	﹤0.01%	2294
2019 Q2	$384K	Hold	38,424	–	–	﹤0.01%	1530
2019 Q1	$382K	Hold	38,424	–	–	﹤0.01%	1483
2018 Q4	$371K	Buy	+38,424	New	+$370K	﹤0.01%	1418

Other funds holding UTZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

DDC

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

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

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

CCM

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

Panagora Asset Management's UTZ Position: Q3 2023 in Review

Panagora Asset Management sold out of Utz Brands (UTZ) in Q3 2023, closing a stake of 14,657 shares — an estimated $240K sold.

Panagora Asset Management first reported a position in UTZ in Q4 2018 and held it in 9 quarters. The position peaked at $384K in Q2 2019. 190 funds tracked by Wall St. Rank hold UTZ as of Q3 2023.

Panagora Asset Management reported no remaining Utz Brands position as of Q3 2023 after selling out during the quarter.
Panagora Asset Management sold 14,657 Utz Brands shares in Q3 2023, an estimated $240K.
Panagora Asset Management first reported a position in Utz Brands in Q4 2018 and held it in 9 quarters.
Panagora Asset Management's Utz Brands position peaked at $384K in Q2 2019.
190 funds tracked by Wall St. Rank held Utz Brands as of Q3 2023.

Based on Panagora Asset Management's 13F filing for Q3 2023, filed 31 Oct 2023.