TD Asset Management
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TD Asset Management’s Utz Brands UTZ Stock Holding History

TD 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
2025
Q1 		– Sell
-118,954
Closed -$1.86M – 1276
2024
Q4 		$1.86M Buy
118,954
+6,600
+6% +$112K ﹤0.01% 1027
2024
Q3 		$2.01M Hold
112,354
– – ﹤0.01% 1041
2024
Q2 		$1.87M Hold
112,354
– – ﹤0.01% 1023
2024
Q1 		$2.07M Buy
112,354
+8,268
+8% +$147K ﹤0.01% 1012
2023
Q4 		$1.69M Sell
104,086
-15,800
-13% -$209K ﹤0.01% 1062
2023
Q3 		$1.61M Hold
119,886
– – ﹤0.01% 1018
2023
Q2 		$1.96M Sell
119,886
-11,224
-9% -$193K ﹤0.01% 970
2023
Q1 		$2.16M Buy
131,110
+9,000
+7% +$149K ﹤0.01% 961
2022
Q4 		$1.94M Hold
122,110
– – ﹤0.01% 997
2022
Q3 		$1.87M Sell
122,110
-7,428
-6% -$120K ﹤0.01% 1021
2022
Q2 		$1.79M Hold
129,538
– – ﹤0.01% 1040
2022
Q1 		$1.92M Sell
129,538
-38,738
-23% -$605K ﹤0.01% 1104
2021
Q4 		$2.68M Buy
168,276
+86,550
+106% +$1.38M ﹤0.01% 1064
2021
Q3 		$1.4M Buy
81,726
+1,200
+1% +$24.4K ﹤0.01% 1180
2021
Q2 		$1.82M Sell
80,526
-24,832
-24% -$620K ﹤0.01% 1126
2021
Q1 		$2.61M Buy
105,358
+31,412
+42% +$762K ﹤0.01% 1032
2020
Q4 		$1.63M Sell
73,946
-43,609
-37% -$829K ﹤0.01% 1080
2020
Q3 		$2.1M Buy
+117,555
New +$1.78M ﹤0.01% 896

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TD Asset Management's UTZ Position: Q1 2025 in Review

TD Asset Management sold out of Utz Brands (UTZ) in Q1 2025, closing a stake of 118,954 shares — an estimated $1.86M sold.

TD Asset Management first reported a position in UTZ in Q3 2020 and held it in 18 quarters. The position peaked at $2.68M in Q4 2021. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

  • TD Asset Management reported no remaining Utz Brands position as of Q1 2025 after selling out during the quarter.
  • TD Asset Management sold 118,954 Utz Brands shares in Q1 2025, an estimated $1.86M.
  • TD Asset Management first reported a position in Utz Brands in Q3 2020 and held it in 18 quarters.
  • TD Asset Management's Utz Brands position peaked at $2.68M in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on TD Asset Management's 13F filing for Q1 2025, filed 7 May 2025.