Pathstone Family Office’s Utz Brands UTZ Stock Holding History

Pathstone Family Office’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	$4.04M	Buy	300,466 +888	+0.3%	+$13.7K	0.03%	317
2023 Q2	$4.9M	Hold	299,578	–	–	0.07%	170
2023 Q1	$4.93M	Buy	299,578 +381	+0.1%	+$6.3K	0.08%	152
2022 Q4	$272K	Buy	299,197 +2,530	+0.9%	+$41.9K	﹤0.01%	965
2022 Q3	$4.48M	Buy	+296,667	New	+$4.81M	0.09%	134

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 $4.34B AUM 17.52% 1-Year Est. Return

Pathstone Family Office's UTZ Position: Q3 2023 in Review

Pathstone Family Office increased its Utz Brands (UTZ) stake by 0.3% in Q3 2023, buying an estimated $13.7K and bringing the position to 300,466 shares worth $4.04M. The position accounts for 0.03% of the portfolio, ranked #317.

Pathstone Family Office first reported a position in UTZ in Q3 2022 and has held it in 5 quarters since. The position peaked at $4.93M in Q1 2023. 190 funds tracked by Wall St. Rank hold UTZ as of Q3 2023.

Pathstone Family Office held 300,466 shares of Utz Brands worth $4.04M as of Q3 2023.
Pathstone Family Office bought 888 Utz Brands shares in Q3 2023, an estimated $13.7K.
Utz Brands made up 0.03% of Pathstone Family Office's portfolio in Q3 2023, its #317 holding.
Pathstone Family Office first reported a position in Utz Brands in Q3 2022 and has held it in 5 quarters since.
Pathstone Family Office's Utz Brands position peaked at $4.93M in Q1 2023.
190 funds tracked by Wall St. Rank held Utz Brands as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.