Wellington Management Group
UTZ icon

Wellington Management Group’s Utz Brands UTZ Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-14,549
Closed -$232K – 2229
2021
Q4 		$232K Sell
14,549
-1,195,384
-99% -$19M ﹤0.01% 2114
2021
Q3 		$20.7M Sell
1,209,933
-18,915
-2% -$384K ﹤0.01% 1075
2021
Q2 		$26.8M Buy
1,228,848
+740,472
+152% +$18.5M ﹤0.01% 1022
2021
Q1 		$12.1M Buy
+488,376
New +$11.9M ﹤0.01% 1189

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CIP
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JP Morgan Chase
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BAMCO Inc
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wellington Management Group's UTZ Position: Q1 2022 in Review

Wellington Management Group sold out of Utz Brands (UTZ) in Q1 2022, closing a stake of 14,549 shares — an estimated $232K sold.

Wellington Management Group first reported a position in UTZ in Q1 2021 and held it in 4 quarters. The position peaked at $26.8M in Q2 2021. 175 funds tracked by Wall St. Rank hold UTZ as of Q1 2022.

  • Wellington Management Group reported no remaining Utz Brands position as of Q1 2022 after selling out during the quarter.
  • Wellington Management Group sold 14,549 Utz Brands shares in Q1 2022, an estimated $232K.
  • Wellington Management Group first reported a position in Utz Brands in Q1 2021 and held it in 4 quarters.
  • Wellington Management Group's Utz Brands position peaked at $26.8M in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Utz Brands as of Q1 2022.

Based on Wellington Management Group's 13F filing for Q1 2022, filed 16 May 2022.