Whittier Trust’s Utz Brands UTZ Stock Holding History

Whittier Trust’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	-152	Closed	-$2.53K	–	1585
2024 Q2	$2.53K	Buy	+152	New	+$2.74K	﹤0.01%	1415

Other funds holding UTZ

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Whittier Trust's UTZ Position: Q3 2024 in Review

Whittier Trust sold out of Utz Brands (UTZ) in Q3 2024, closing a stake of 152 shares — an estimated $2.53K sold.

Whittier Trust first reported a position in UTZ in Q2 2024 and held it in 1 quarter. The position peaked at $2.53K in Q2 2024. 213 funds tracked by Wall St. Rank hold UTZ as of Q3 2024.

Whittier Trust reported no remaining Utz Brands position as of Q3 2024 after selling out during the quarter.
Whittier Trust sold 152 Utz Brands shares in Q3 2024, an estimated $2.53K.
Whittier Trust first reported a position in Utz Brands in Q2 2024 and held it in 1 quarter.
Whittier Trust's Utz Brands position peaked at $2.53K in Q2 2024.
213 funds tracked by Wall St. Rank held Utz Brands as of Q3 2024.

Based on Whittier Trust's 13F filing for Q3 2024, filed 21 Oct 2024.