AIM
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Anchor Investment Management’s Boston Beer SAM Stock Holding History

Anchor 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
2017
Q2 		– Sell
-690
Closed -$99.8K – 715
2017
Q1 		$99.8K Hold
690
– – 0.03% 317
2016
Q4 		$117K Buy
+690
New +$114K 0.04% 288

Other funds holding SAM

BlackRock
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T. Rowe Price Associates
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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 $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Anchor Investment Management's SAM Position: Q2 2017 in Review

Anchor Investment Management sold out of Boston Beer (SAM) in Q2 2017, closing a stake of 690 shares — an estimated $99.8K sold.

Anchor Investment Management first reported a position in SAM in Q4 2016 and held it in 2 quarters. The position peaked at $117K in Q4 2016. 219 funds tracked by Wall St. Rank hold SAM as of Q2 2017.

  • Anchor Investment Management reported no remaining Boston Beer position as of Q2 2017 after selling out during the quarter.
  • Anchor Investment Management sold 690 Boston Beer shares in Q2 2017, an estimated $99.8K.
  • Anchor Investment Management first reported a position in Boston Beer in Q4 2016 and held it in 2 quarters.
  • Anchor Investment Management's Boston Beer position peaked at $117K in Q4 2016.
  • 219 funds tracked by Wall St. Rank held Boston Beer as of Q2 2017.

Based on Anchor Investment Management's 13F filing for Q2 2017, filed 3 Jan 2024.