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SG Americas Securities’s
Utz Brands
UTZ
Stock Holding History
SG Americas Securities’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
2026
Q1
$145K
Sell
18,249
-7,565
-29%
-$70.3K
﹤0.01%
2791
2025
Q4
$268K
Buy
25,814
+9,284
+56%
+$100K
﹤0.01%
2809
2025
Q3
$201K
Buy
+16,530
New
+$219K
﹤0.01%
2748
2025
Q2
–
Sell
-24,987
Closed
-$352K
–
3635
2025
Q1
$352K
Sell
24,987
-5,942
-19%
-$81.7K
﹤0.01%
2069
2024
Q4
$484K
Buy
30,929
+7,419
+32%
+$125K
﹤0.01%
1371
2024
Q3
$416K
Buy
23,510
+17,310
+279%
+$288K
﹤0.01%
1855
2024
Q2
$103K
Buy
+6,200
New
+$112K
﹤0.01%
2538
2023
Q2
–
Sell
-27,291
Closed
-$449K
–
3208
2023
Q1
$449K
Buy
27,291
+20,736
+316%
+$343K
0.01%
1798
2022
Q4
$104K
Sell
6,555
-12,200
-65%
-$202K
﹤0.01%
2697
2022
Q3
$283K
Buy
+18,755
New
+$304K
﹤0.01%
2033
2022
Q1
–
Sell
-8,936
Closed
-$143K
–
3468
2021
Q4
$143K
Sell
8,936
-13,987
-61%
-$223K
﹤0.01%
2859
2021
Q3
$393K
Buy
+22,923
New
+$466K
﹤0.01%
2713
Other funds holding UTZ
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
CCM
Copeland Capital Management
Conshohocken, Pennsylvania
$4.5B AUM
18.67%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
Alyeska Investment Group
Chicago, Illinois
$35.3B AUM
33.54%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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