Picton Mahoney Asset Management’s Utz Brands UTZ Stock Holding History

Picton Mahoney 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
2024 Q3	–	Sell	-325,810	Closed	-$5.42M	–	967
2024 Q2	$5.42M	Buy	+325,810	New	+$5.86M	0.21%	151
2020 Q3	–	Sell	-65,799	Closed	-$901K	–	398
2020 Q2	$901K	Sell	65,799 -155,000	-70%	-$1.8M	0.05%	225
2020 Q1	$2.26M	Buy	220,799 +203,299	+1,162%	+$2.15M	0.13%	150
2019 Q4	$187K	Buy	+17,500	New	+$179K	0.01%	242

Other funds holding UTZ

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Picton Mahoney Asset Management's UTZ Position: Q3 2024 in Review

Picton Mahoney Asset Management sold out of Utz Brands (UTZ) in Q3 2024, closing a stake of 325,810 shares — an estimated $5.42M sold.

Picton Mahoney Asset Management first reported a position in UTZ in Q4 2019 and held it in 4 quarters. The position peaked at $5.42M in Q2 2024. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

Picton Mahoney Asset Management reported no remaining Utz Brands position as of Q3 2024 after selling out during the quarter.
Picton Mahoney Asset Management sold 325,810 Utz Brands shares in Q3 2024, an estimated $5.42M.
Picton Mahoney Asset Management first reported a position in Utz Brands in Q4 2019 and held it in 4 quarters.
Picton Mahoney Asset Management's Utz Brands position peaked at $5.42M in Q2 2024.
213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q3 2024, filed 4 Nov 2024.