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Simon Quick Advisors’s Utz Brands UTZ Stock Holding History

Simon Quick 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
2025
Q3 		– Sell
-14,556
Closed -$183K – 411
2025
Q2 		$183K Sell
14,556
-1,411
-9% -$18.5K 0.01% 349
2025
Q1 		$225K Buy
15,967
+1,411
+10% +$19.4K 0.01% 525
2024
Q4 		$228K Sell
14,556
-461
-3% -$7.79K 0.01% 414
2024
Q3 		$266K Buy
15,017
+176
+1% +$2.92K 0.02% 347
2024
Q2 		$247K Buy
14,841
+7
+0% +$126 0.02% 319
2024
Q1 		$274K Hold
14,834
– – 0.02% 321
2023
Q4 		$241K Sell
14,834
-706
-5% -$9.32K 0.02% 277
2023
Q3 		$209K Buy
+15,540
New +$240K 0.02% 305

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simon Quick Advisors's UTZ Position: Q3 2025 in Review

Simon Quick Advisors sold out of Utz Brands (UTZ) in Q3 2025, closing a stake of 14,556 shares — an estimated $183K sold.

Simon Quick Advisors first reported a position in UTZ in Q3 2023 and held it in 8 quarters. The position peaked at $274K in Q1 2024. 239 funds tracked by Wall St. Rank hold UTZ as of Q3 2025.

  • Simon Quick Advisors reported no remaining Utz Brands position as of Q3 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 14,556 Utz Brands shares in Q3 2025, an estimated $183K.
  • Simon Quick Advisors first reported a position in Utz Brands in Q3 2023 and held it in 8 quarters.
  • Simon Quick Advisors's Utz Brands position peaked at $274K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Utz Brands as of Q3 2025.

Based on Simon Quick Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.