UOC
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UBS O'Connor’s Utz Brands UTZ Stock Holding History

UBS O'Connor’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
2020
Q3 		– Sell
-712,500
Closed -$9.76M – 426
2020
Q2 		$9.76M Sell
712,500
-753,200
-51% -$8.73M 0.22% 112
2020
Q1 		$15M Buy
1,465,700
+250,000
+21% +$2.64M 0.31% 70
2019
Q4 		$12.5M Buy
+1,215,700
New +$12.5M 0.36% 55
2019
Q3 		– Hold
0
– – – 394

Other funds holding UTZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
Engle Capital Management Greenwich, Connecticut $293M AUM 68.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SAM
Scopus Asset Management New York $3.19B AUM 36.85% 1-Year Est. Return