Schubert & Co’s Utz Brands UTZ Stock Holding History

Schubert & Co’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 Q2	–	Sell	-3	Closed	-$50	–	1453
2023 Q1	$50	Buy	+3	New	+$50	﹤0.01%	1630

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Schubert & Co's UTZ Position: Q2 2023 in Review

Schubert & Co sold out of Utz Brands (UTZ) in Q2 2023, closing a stake of 3 shares — an estimated $50 sold.

Schubert & Co first reported a position in UTZ in Q1 2023 and held it in 1 quarter. The position peaked at $50 in Q1 2023. 187 funds tracked by Wall St. Rank hold UTZ as of Q2 2023.

Schubert & Co reported no remaining Utz Brands position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 3 Utz Brands shares in Q2 2023, an estimated $50.
Schubert & Co first reported a position in Utz Brands in Q1 2023 and held it in 1 quarter.
Schubert & Co's Utz Brands position peaked at $50 in Q1 2023.
187 funds tracked by Wall St. Rank held Utz Brands as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.