Scarborough Advisors’s Utz Brands UTZ Stock Holding History

Scarborough Advisors’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 Q1	–	Sell	-395	Closed	-$6.42K	–	717
2023 Q4	$6.42K	Buy	+395	New	+$5.21K	﹤0.01%	444

Other funds holding UTZ

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Scarborough Advisors's UTZ Position: Q1 2024 in Review

Scarborough Advisors sold out of Utz Brands (UTZ) in Q1 2024, closing a stake of 395 shares — an estimated $6.42K sold.

Scarborough Advisors first reported a position in UTZ in Q4 2023 and held it in 1 quarter. The position peaked at $6.42K in Q4 2023. 199 funds tracked by Wall St. Rank hold UTZ as of Q1 2024.

Scarborough Advisors reported no remaining Utz Brands position as of Q1 2024 after selling out during the quarter.
Scarborough Advisors sold 395 Utz Brands shares in Q1 2024, an estimated $6.42K.
Scarborough Advisors first reported a position in Utz Brands in Q4 2023 and held it in 1 quarter.
Scarborough Advisors's Utz Brands position peaked at $6.42K in Q4 2023.
199 funds tracked by Wall St. Rank held Utz Brands as of Q1 2024.

Based on Scarborough Advisors's 13F filing for Q1 2024, filed 10 May 2024.