Principal Financial Group
UTZ icon

Principal Financial Group’s Utz Brands UTZ Stock Holding History

Principal Financial Group’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
-54,939
Closed -$914K – 2410
2024
Q2 		$914K Buy
+54,939
New +$989K ﹤0.01% 1870
2022
Q2 		– Sell
-10,808
Closed -$160K – 2647
2022
Q1 		$160K Buy
10,808
+769
+8% +$12K ﹤0.01% 2374
2021
Q4 		$160K Sell
10,039
-1,966
-16% -$31.3K ﹤0.01% 2397
2021
Q3 		$206K Buy
12,005
+2,577
+27% +$52.4K ﹤0.01% 2425
2021
Q2 		$205K Buy
+9,428
New +$235K ﹤0.01% 2475

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Principal Financial Group's UTZ Position: Q3 2024 in Review

Principal Financial Group sold out of Utz Brands (UTZ) in Q3 2024, closing a stake of 54,939 shares — an estimated $914K sold.

Principal Financial Group first reported a position in UTZ in Q2 2021 and held it in 5 quarters. The position peaked at $914K in Q2 2024. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

  • Principal Financial Group reported no remaining Utz Brands position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 54,939 Utz Brands shares in Q3 2024, an estimated $914K.
  • Principal Financial Group first reported a position in Utz Brands in Q2 2021 and held it in 5 quarters.
  • Principal Financial Group's Utz Brands position peaked at $914K in Q2 2024.
  • 213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.