West Oak Capital’s Utz Brands UTZ Stock Holding History

West Oak 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
2022 Q2	–	Sell	-50	Closed	-$1K	–	370
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	352
2021 Q4	$1K	Buy	+50	New	+$796	﹤0.01%	354

Other funds holding UTZ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

West Oak Capital's UTZ Position: Q2 2022 in Review

West Oak Capital sold out of Utz Brands (UTZ) in Q2 2022, closing a stake of 50 shares — an estimated $1K sold.

West Oak Capital first reported a position in UTZ in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 161 funds tracked by Wall St. Rank hold UTZ as of Q2 2022.

West Oak Capital reported no remaining Utz Brands position as of Q2 2022 after selling out during the quarter.
West Oak Capital sold 50 Utz Brands shares in Q2 2022, an estimated $1K.
West Oak Capital first reported a position in Utz Brands in Q4 2021 and held it in 2 quarters.
West Oak Capital's Utz Brands position peaked at $1K in Q1 2022.
161 funds tracked by Wall St. Rank held Utz Brands as of Q2 2022.

Based on West Oak Capital's 13F filing for Q2 2022, filed 11 Jul 2022.