Parametric Portfolio Associates’s Utz Brands UTZ Stock Holding History

Parametric Portfolio Associates’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 Q1	$611K	Sell	41,346 -827	-2%	-$12.9K	﹤0.01%	3004
2021 Q4	$673K	Buy	42,173 +16,364	+63%	+$261K	﹤0.01%	2944
2021 Q3	$442K	Sell	25,809 -65,618	-72%	-$1.33M	﹤0.01%	3156
2021 Q2	$1.99M	Sell	91,427 -24,190	-21%	-$604K	﹤0.01%	2438
2021 Q1	$2.87M	Buy	115,617 +45,813	+66%	+$1.11M	﹤0.01%	2552
2020 Q4	$1.54M	Buy	69,804 +595	+0.9%	+$11.3K	﹤0.01%	2824
2020 Q3	$1.24M	Buy	+69,209	New	+$1.05M	﹤0.01%	2785

Other funds holding UTZ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Parametric Portfolio Associates's UTZ Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Utz Brands (UTZ) stake by 2% in Q1 2022, selling an estimated $12.9K and leaving 41,346 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #3004.

Parametric Portfolio Associates first reported a position in UTZ in Q3 2020 and has held it in 7 quarters since. The position peaked at $2.87M in Q1 2021. 175 funds tracked by Wall St. Rank hold UTZ as of Q1 2022.

Parametric Portfolio Associates held 41,346 shares of Utz Brands worth $611K as of Q1 2022.
Parametric Portfolio Associates sold 827 Utz Brands shares in Q1 2022, an estimated $12.9K.
Utz Brands made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3004 holding.
Parametric Portfolio Associates first reported a position in Utz Brands in Q3 2020 and has held it in 7 quarters since.
Parametric Portfolio Associates's Utz Brands position peaked at $2.87M in Q1 2021.
175 funds tracked by Wall St. Rank held Utz Brands as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.