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440 Investment Group’s Boston Beer SAM Stock Holding History

440 Investment Group’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$382K Hold
2,000
– – 0.27% 82
2017
Q3 		$312K Hold
2,000
– – 0.24% 85
2017
Q2 		$264K Hold
2,000
– – 0.21% 74
2017
Q1 		$289K Buy
+2,000
New +$313K 0.26% 67

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.81B AUM 52.11% 1-Year Est. Return

440 Investment Group's SAM Position: Q4 2017 in Review

440 Investment Group held its Boston Beer (SAM) position steady in Q4 2017 at 2,000 shares worth $382K. The position accounts for 0.27% of the portfolio, ranked #82.

440 Investment Group first reported a position in SAM in Q1 2017 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold SAM as of Q4 2017.

  • 440 Investment Group held 2,000 shares of Boston Beer worth $382K as of Q4 2017.
  • 440 Investment Group left its Boston Beer share count unchanged in Q4 2017.
  • Boston Beer made up 0.27% of 440 Investment Group's portfolio in Q4 2017, its #82 holding.
  • 440 Investment Group first reported a position in Boston Beer in Q1 2017 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held Boston Beer as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.