Wellington Management Group’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-14,549
| Closed | -$232K | – | 2229 |
|
2021
Q4 | $232K | Sell |
14,549
-1,195,384
| -99% | -$19.1M | ﹤0.01% | 2114 |
|
2021
Q3 | $20.7M | Sell |
1,209,933
-18,915
| -2% | -$324K | ﹤0.01% | 1075 |
|
2021
Q2 | $26.8M | Buy |
1,228,848
+740,472
| +152% | +$16.1M | ﹤0.01% | 1022 |
|
2021
Q1 | $12.1M | Buy |
+488,376
| New | +$12.1M | ﹤0.01% | 1189 |
|