Westchester Capital Management (New York)’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-229,997
| Closed | -$3.15M | – | 179 |
|
|
2020
Q2 | $3.15M | Sell |
229,997
-100,000
| -30% | -$1.37M | 0.14% | 62 |
|
|
2020
Q1 | $3.38M | Hold |
329,997
| – | – | 0.13% | 74 |
|
|
2019
Q4 | $3.4M | Hold |
329,997
| – | – | 0.12% | 74 |
|
|
2019
Q3 | $3.36M | Hold |
329,997
| – | – | 0.13% | 73 |
|
|
2019
Q2 | $3.3M | Hold |
329,997
| – | – | 0.11% | 70 |
|
|
2019
Q1 | $3.28M | Buy |
+329,997
| New | +$3.28M | 0.12% | 64 |
|