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Petrus Trust Company’s Utz Brands UTZ Stock Holding History

Petrus Trust Company’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
2025
Q2 		– Sell
-28,039
Closed -$395K – 744
2025
Q1 		$395K Buy
28,039
+104
+0.4% +$1.43K 0.04% 295
2024
Q4 		$437K Hold
27,935
– – 0.04% 286
2024
Q3 		$494K Sell
27,935
-8,862
-24% -$147K 0.05% 224
2024
Q2 		$612K Buy
+36,797
New +$662K 0.06% 151

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Petrus Trust Company's UTZ Position: Q2 2025 in Review

Petrus Trust Company sold out of Utz Brands (UTZ) in Q2 2025, closing a stake of 28,039 shares — an estimated $395K sold.

Petrus Trust Company first reported a position in UTZ in Q2 2024 and held it in 4 quarters. The position peaked at $612K in Q2 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q2 2025.

  • Petrus Trust Company reported no remaining Utz Brands position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 28,039 Utz Brands shares in Q2 2025, an estimated $395K.
  • Petrus Trust Company first reported a position in Utz Brands in Q2 2024 and held it in 4 quarters.
  • Petrus Trust Company's Utz Brands position peaked at $612K in Q2 2024.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.