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VitalStone Financial’s Utz Brands UTZ Stock Holding History

VitalStone Financial’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 		$8.34K Hold
471
– – 0.01% 284
2024
Q2 		$7.84K Sell
471
-174
-27% -$3.13K 0.01% 289
2024
Q1 		$12K Sell
645
-28,785
-98% -$512K 0.01% 263
2023
Q4 		$478K Buy
+29,430
New +$388K 0.38% 42

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 $1.56T 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 $5.72T 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 $432B 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 $240B AUM 35.51% 1-Year Est. Return

VitalStone Financial's UTZ Position: Q3 2024 in Review

VitalStone Financial held its Utz Brands (UTZ) position steady in Q3 2024 at 471 shares worth $8.34K. The position accounts for 0.01% of the portfolio, ranked #284.

VitalStone Financial first reported a position in UTZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $478K in Q4 2023. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

  • VitalStone Financial held 471 shares of Utz Brands worth $8.34K as of Q3 2024.
  • VitalStone Financial left its Utz Brands share count unchanged in Q3 2024.
  • Utz Brands made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #284 holding.
  • VitalStone Financial first reported a position in Utz Brands in Q4 2023 and has held it in 4 quarters since.
  • VitalStone Financial's Utz Brands position peaked at $478K in Q4 2023.
  • 213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.