SEI Investments’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Buy |
277,319
+29,047
| +12% | +$365K | ﹤0.01% | 1417 |
|
|
2025
Q1 | $3.5M | Buy |
248,272
+28,658
| +13% | +$404K | ﹤0.01% | 1412 |
|
|
2024
Q4 | $3.44M | Buy |
219,614
+16,175
| +8% | +$253K | ﹤0.01% | 1452 |
|
|
2024
Q3 | $3.6M | Sell |
203,439
-2,312
| -1% | -$40.9K | ﹤0.01% | 1424 |
|
|
2024
Q2 | $3.42M | Buy |
205,751
+17,811
| +9% | +$296K | ﹤0.01% | 1394 |
|
|
2024
Q1 | $3.47M | Buy |
187,940
+3,068
| +2% | +$56.6K | 0.01% | 1376 |
|
|
2023
Q4 | $3M | Buy |
184,872
+10,423
| +6% | +$169K | ﹤0.01% | 1417 |
|
|
2023
Q3 | $2.34M | Buy |
174,449
+9,497
| +6% | +$128K | ﹤0.01% | 1531 |
|
|
2023
Q2 | $2.7M | Buy |
164,952
+7,924
| +5% | +$130K | ﹤0.01% | 1496 |
|
|
2023
Q1 | $2.59M | Buy |
157,028
+102,164
| +186% | +$1.68M | ﹤0.01% | 1510 |
|
|
2022
Q4 | $870K | Sell |
54,864
-90,255
| -62% | -$1.43M | ﹤0.01% | 1811 |
|
|
2022
Q3 | $2.19M | Sell |
145,119
-2,058
| -1% | -$31.1K | ﹤0.01% | 1496 |
|
|
2022
Q2 | $2.07M | Buy |
147,177
+136,055
| +1,223% | +$1.92M | ﹤0.01% | 1536 |
|
|
2022
Q1 | $102K | Buy |
+11,122
| New | +$102K | ﹤0.01% | 2507 |
|
|
2021
Q2 | – | Sell |
-37,556
| Closed | -$828K | – | 2639 |
|
|
2021
Q1 | $828K | Hold |
37,556
| – | – | ﹤0.01% | 1830 |
|
|
2020
Q4 | $828K | Buy |
37,556
+3,091
| +9% | +$68.1K | ﹤0.01% | 1766 |
|
|
2020
Q3 | $617K | Buy |
+34,465
| New | +$617K | ﹤0.01% | 1816 |
|