Aigen Investment Management’s Boston Beer SAM Stock Holding History

Aigen Investment Management’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
2025 Q4	–	Sell	-1,756	Closed	-$371K	–	926
2025 Q3	$371K	Buy	1,756 +164	+10%	+$34.9K	0.06%	485
2025 Q2	$304K	Buy	+1,592	New	+$366K	0.04%	527
2025 Q1	–	Sell	-1,310	Closed	-$393K	–	1000
2024 Q4	$393K	Buy	+1,310	New	+$395K	0.07%	404
2024 Q3	–	Sell	-1,658	Closed	-$506K	–	976
2024 Q2	$506K	Buy	+1,658	New	+$475K	0.1%	304
2022 Q1	–	Sell	-691	Closed	-$355K	–	1000
2021 Q4	$355K	Sell	691 -4,957	-88%	-$2.48M	0.02%	738
2021 Q3	$2.88M	Buy	+5,648	New	+$3.84M	0.55%	47
2021 Q1	–	Sell	-2,342	Closed	-$2.33M	–	851
2020 Q4	$2.33M	Buy	+2,342	New	+$2.25M	0.3%	76
2020 Q2	–	Sell	-1,233	Closed	-$453K	–	1221
2020 Q1	$453K	Buy	1,233 +451	+58%	+$167K	0.06%	453
2019 Q4	$295K	Buy	+782	New	+$295K	0.05%	443

Other funds holding SAM

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Aigen Investment Management's SAM Position: Q4 2025 in Review

Aigen Investment Management sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 1,756 shares — an estimated $371K sold.

Aigen Investment Management first reported a position in SAM in Q4 2019 and held it in 9 quarters. The position peaked at $2.88M in Q3 2021. 347 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

Aigen Investment Management reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 1,756 Boston Beer shares in Q4 2025, an estimated $371K.
Aigen Investment Management first reported a position in Boston Beer in Q4 2019 and held it in 9 quarters.
Aigen Investment Management's Boston Beer position peaked at $2.88M in Q3 2021.
347 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.