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Waterloo Capital’s Utz Brands UTZ Stock Holding History

Waterloo Capital’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
-17,885
Closed -$298K – 391
2024
Q2 		$298K Sell
17,885
-322
-2% -$5.8K 0.04% 291
2024
Q1 		$336K Buy
18,207
+7,772
+74% +$138K 0.04% 273
2023
Q4 		$169K Buy
+10,435
New +$138K 0.03% 362

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 $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Waterloo Capital's UTZ Position: Q3 2024 in Review

Waterloo Capital sold out of Utz Brands (UTZ) in Q3 2024, closing a stake of 17,885 shares — an estimated $298K sold.

Waterloo Capital first reported a position in UTZ in Q4 2023 and held it in 3 quarters. The position peaked at $336K in Q1 2024. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

  • Waterloo Capital reported no remaining Utz Brands position as of Q3 2024 after selling out during the quarter.
  • Waterloo Capital sold 17,885 Utz Brands shares in Q3 2024, an estimated $298K.
  • Waterloo Capital first reported a position in Utz Brands in Q4 2023 and held it in 3 quarters.
  • Waterloo Capital's Utz Brands position peaked at $336K in Q1 2024.
  • 213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on Waterloo Capital's 13F filing for Q3 2024, filed 14 Nov 2024.