Sumitomo Mitsui Trust Group
UTZ icon

Sumitomo Mitsui Trust Group’s Utz Brands UTZ Stock Holding History

Sumitomo Mitsui Trust 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 		– Sell
-62,912
Closed -$1.03M – 1162
2023
Q2 		$1.03M Hold
62,912
– – ﹤0.01% 993
2023
Q1 		$1.04M Hold
62,912
– – ﹤0.01% 992
2022
Q4 		$998K Buy
62,912
+2,490
+4% +$41.3K ﹤0.01% 1028
2022
Q3 		$912K Buy
60,422
+21,305
+54% +$345K ﹤0.01% 1044
2022
Q2 		$541K Hold
39,117
– – ﹤0.01% 1122
2022
Q1 		$578K Hold
39,117
– – ﹤0.01% 1103
2021
Q4 		$624K Buy
+39,117
New +$623K ﹤0.01% 1073

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T. Rowe Price Investment Management
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DDC
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Sumitomo Mitsui Trust Group's UTZ Position: Q3 2023 in Review

Sumitomo Mitsui Trust Group sold out of Utz Brands (UTZ) in Q3 2023, closing a stake of 62,912 shares — an estimated $1.03M sold.

Sumitomo Mitsui Trust Group first reported a position in UTZ in Q4 2021 and held it in 7 quarters. The position peaked at $1.04M in Q1 2023. 190 funds tracked by Wall St. Rank hold UTZ as of Q3 2023.

  • Sumitomo Mitsui Trust Group reported no remaining Utz Brands position as of Q3 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 62,912 Utz Brands shares in Q3 2023, an estimated $1.03M.
  • Sumitomo Mitsui Trust Group first reported a position in Utz Brands in Q4 2021 and held it in 7 quarters.
  • Sumitomo Mitsui Trust Group's Utz Brands position peaked at $1.04M in Q1 2023.
  • 190 funds tracked by Wall St. Rank held Utz Brands as of Q3 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2023, filed 30 Oct 2023.