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Atwood & Palmer’s Boston Beer SAM Stock Holding History

Atwood & Palmer’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
2023
Q4 		– Sell
-1
Closed -$399 – 430
2023
Q3 		$399 Hold
1
– – ﹤0.01% 387
2023
Q2 		$316 Hold
1
– – ﹤0.01% 386
2023
Q1 		$337 Hold
1
– – ﹤0.01% 360
2022
Q4 		$337 Hold
1
– – ﹤0.01% 382
2022
Q3 		$0 Sell
1
-1
-50% -$346 ﹤0.01% 397
2022
Q2 		$1K Hold
2
– – ﹤0.01% 387
2022
Q1 		$1K Hold
2
– – ﹤0.01% 436
2021
Q4 		$1K Buy
+2
New +$999 ﹤0.01% 448

Other funds holding SAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atwood & Palmer's SAM Position: Q4 2023 in Review

Atwood & Palmer sold out of Boston Beer (SAM) in Q4 2023, closing a stake of 1 share — an estimated $399 sold.

Atwood & Palmer first reported a position in SAM in Q4 2021 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 341 funds tracked by Wall St. Rank hold SAM as of Q4 2023.

  • Atwood & Palmer reported no remaining Boston Beer position as of Q4 2023 after selling out during the quarter.
  • Atwood & Palmer sold 1 Boston Beer share in Q4 2023, an estimated $399.
  • Atwood & Palmer first reported a position in Boston Beer in Q4 2021 and held it in 8 quarters.
  • Atwood & Palmer's Boston Beer position peaked at $1K in Q2 2022.
  • 341 funds tracked by Wall St. Rank held Boston Beer as of Q4 2023.

Based on Atwood & Palmer's 13F filing for Q4 2023, filed 12 Jan 2024.