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Sherbrooke Park Advisers’s Utz Brands UTZ Stock Holding History

Sherbrooke Park Advisers’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
2025
Q2 		– Sell
-19,078
Closed -$269K – 793
2025
Q1 		$269K Buy
+19,078
New +$262K 0.13% 332
2023
Q4 		– Sell
-10,146
Closed -$136K – 692
2023
Q3 		$136K Buy
+10,146
New +$156K 0.04% 431

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sherbrooke Park Advisers's UTZ Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Utz Brands (UTZ) in Q2 2025, closing a stake of 19,078 shares — an estimated $269K sold.

Sherbrooke Park Advisers first reported a position in UTZ in Q3 2023 and held it in 2 quarters. The position peaked at $269K in Q1 2025. 238 funds tracked by Wall St. Rank hold UTZ as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining Utz Brands position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 19,078 Utz Brands shares in Q2 2025, an estimated $269K.
  • Sherbrooke Park Advisers first reported a position in Utz Brands in Q3 2023 and held it in 2 quarters.
  • Sherbrooke Park Advisers's Utz Brands position peaked at $269K in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.