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Summit Global Investments’s Utz Brands UTZ Stock Holding History

Summit Global Investments’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
2022
Q2 		– Sell
-16,300
Closed -$241K – 537
2022
Q1 		$241K Sell
16,300
-15,400
-49% -$241K 0.02% 439
2021
Q4 		$506K Buy
+31,700
New +$505K 0.03% 357

Other funds holding UTZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
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

Summit Global Investments's UTZ Position: Q2 2022 in Review

Summit Global Investments sold out of Utz Brands (UTZ) in Q2 2022, closing a stake of 16,300 shares — an estimated $241K sold.

Summit Global Investments first reported a position in UTZ in Q4 2021 and held it in 2 quarters. The position peaked at $506K in Q4 2021. 161 funds tracked by Wall St. Rank hold UTZ as of Q2 2022.

  • Summit Global Investments reported no remaining Utz Brands position as of Q2 2022 after selling out during the quarter.
  • Summit Global Investments sold 16,300 Utz Brands shares in Q2 2022, an estimated $241K.
  • Summit Global Investments first reported a position in Utz Brands in Q4 2021 and held it in 2 quarters.
  • Summit Global Investments's Utz Brands position peaked at $506K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Utz Brands as of Q2 2022.

Based on Summit Global Investments's 13F filing for Q2 2022, filed 23 Aug 2022.