Zacks Investment Management
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Zacks Investment Management’s Utz Brands UTZ Stock Holding History

Zacks Investment Management’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
Q1 		– Sell
-53,430
Closed -$868K – 713
2023
Q4 		$868K Sell
53,430
-7,975
-13% -$105K 0.01% 401
2023
Q3 		$825K Buy
61,405
+378
+0.6% +$5.83K 0.01% 397
2023
Q2 		$998K Sell
61,027
-3,157
-5% -$54.2K 0.01% 375
2023
Q1 		$1.06M Buy
+64,184
New +$1.06M 0.01% 353

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DF Dent & Co
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Zacks Investment Management's UTZ Position: Q1 2024 in Review

Zacks Investment Management sold out of Utz Brands (UTZ) in Q1 2024, closing a stake of 53,430 shares — an estimated $868K sold.

Zacks Investment Management first reported a position in UTZ in Q1 2023 and held it in 4 quarters. The position peaked at $1.06M in Q1 2023. 199 funds tracked by Wall St. Rank hold UTZ as of Q1 2024.

  • Zacks Investment Management reported no remaining Utz Brands position as of Q1 2024 after selling out during the quarter.
  • Zacks Investment Management sold 53,430 Utz Brands shares in Q1 2024, an estimated $868K.
  • Zacks Investment Management first reported a position in Utz Brands in Q1 2023 and held it in 4 quarters.
  • Zacks Investment Management's Utz Brands position peaked at $1.06M in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Utz Brands as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.