Thrivent Financial for Lutherans
UTZ icon

Thrivent Financial for Lutherans’s Utz Brands UTZ Stock Holding History

Thrivent Financial for Lutherans’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
Q3 		– Sell
-15,910
Closed -$220K – 2477
2022
Q2 		$220K Sell
15,910
-79,255
-83% -$1.1M ﹤0.01% 2334
2022
Q1 		$1.41M Buy
+95,165
New +$1.49M ﹤0.01% 1576
2021
Q3 		– Sell
-15,547
Closed -$339K – 2506
2021
Q2 		$339K Hold
15,547
– – ﹤0.01% 2297
2021
Q1 		$385K Sell
15,547
-2,130
-12% -$51.7K ﹤0.01% 2319
2020
Q4 		$390K Buy
+17,677
New +$336K ﹤0.01% 2212

Other funds holding UTZ

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Thrivent Financial for Lutherans's UTZ Position: Q3 2022 in Review

Thrivent Financial for Lutherans sold out of Utz Brands (UTZ) in Q3 2022, closing a stake of 15,910 shares — an estimated $220K sold.

Thrivent Financial for Lutherans first reported a position in UTZ in Q4 2020 and held it in 5 quarters. The position peaked at $1.41M in Q1 2022. 178 funds tracked by Wall St. Rank hold UTZ as of Q3 2022.

  • Thrivent Financial for Lutherans reported no remaining Utz Brands position as of Q3 2022 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 15,910 Utz Brands shares in Q3 2022, an estimated $220K.
  • Thrivent Financial for Lutherans first reported a position in Utz Brands in Q4 2020 and held it in 5 quarters.
  • Thrivent Financial for Lutherans's Utz Brands position peaked at $1.41M in Q1 2022.
  • 178 funds tracked by Wall St. Rank held Utz Brands as of Q3 2022.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2022, filed 14 Nov 2022.