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Smith Group Asset Management’s Utz Brands UTZ Stock Holding History

Smith Group Asset Management’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
2024
Q4 		– Sell
-27,093
Closed -$480K – 206
2024
Q3 		$480K Buy
27,093
+5,278
+24% +$87.7K 0.04% 113
2024
Q2 		$363K Buy
+21,815
New +$393K 0.03% 111

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Smith Group Asset Management's UTZ Position: Q4 2024 in Review

Smith Group Asset Management sold out of Utz Brands (UTZ) in Q4 2024, closing a stake of 27,093 shares — an estimated $480K sold.

Smith Group Asset Management first reported a position in UTZ in Q2 2024 and held it in 2 quarters. The position peaked at $480K in Q3 2024. 223 funds tracked by Wall St. Rank hold UTZ as of Q4 2024.

  • Smith Group Asset Management reported no remaining Utz Brands position as of Q4 2024 after selling out during the quarter.
  • Smith Group Asset Management sold 27,093 Utz Brands shares in Q4 2024, an estimated $480K.
  • Smith Group Asset Management first reported a position in Utz Brands in Q2 2024 and held it in 2 quarters.
  • Smith Group Asset Management's Utz Brands position peaked at $480K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Utz Brands as of Q4 2024.

Based on Smith Group Asset Management's 13F filing for Q4 2024, filed 23 Jan 2025.