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Steward Financial Group’s Utz Brands UTZ Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+11
New +$170 ﹤0.01% 1572

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Steward Financial Group's UTZ Position: Q3 2023 in Review

Steward Financial Group opened a new position in Utz Brands (UTZ) in Q3 2023: 11 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1572 among its holdings.

190 funds tracked by Wall St. Rank hold UTZ as of Q3 2023.

  • Steward Financial Group held 11 shares of Utz Brands worth $0 as of Q3 2023.
  • Utz Brands was a new Steward Financial Group position in Q3 2023.
  • Utz Brands made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1572 holding.
  • 190 funds tracked by Wall St. Rank held Utz Brands as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.