VCA
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Verdence Capital Advisors’s Utz Brands UTZ Stock Holding History

Verdence Capital Advisors’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
2024
Q3 		– Sell
-18,506
Closed -$308K – 661
2024
Q2 		$308K Sell
18,506
-4,240
-19% -$76.3K 0.03% 459
2024
Q1 		$419K Buy
22,746
+7,091
+45% +$126K 0.04% 377
2023
Q4 		$254K Sell
15,655
-5,765
-27% -$76.1K 0.02% 505
2023
Q3 		$288K Buy
21,420
+10,278
+92% +$158K 0.03% 447
2023
Q2 		$182K Sell
11,142
-1,264
-10% -$21.7K 0.02% 513
2023
Q1 		$204K Sell
12,406
-2,059
-14% -$34.1K 0.02% 511
2022
Q4 		$229K Sell
14,465
-33
-0.2% -$547 0.03% 445
2022
Q3 		$219K Buy
14,498
+8
+0.1% +$130 0.03% 469
2022
Q2 		$200K Buy
+14,490
New +$201K 0.03% 489

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return