BTI
SAM icon

Blue Trust Inc’s Boston Beer SAM Stock Holding History

Blue Trust Inc’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
Q1 		– Sell
-15
Closed -$4.5K – 2544
2024
Q4 		$4.5K Sell
15
-3
-17% -$905 ﹤0.01% 2105
2024
Q3 		$5.49K Sell
18
-5
-22% -$1.39K ﹤0.01% 2374
2024
Q2 		$7K Buy
23
+8
+53% +$2.29K ﹤0.01% 2069
2024
Q1 		$4.57K Buy
15
+4
+36% +$1.33K ﹤0.01% 1655
2023
Q4 		$4K Hold
11
– – ﹤0.01% 1938
2023
Q3 		$3K Buy
11
+2
+22% +$701 ﹤0.01% 1767
2023
Q2 		$3K Sell
9
-27
-75% -$8.68K ﹤0.01% 1676
2023
Q1 		$12K Buy
36
+19
+112% +$6.54K ﹤0.01% 1551
2022
Q4 		$6K Sell
17
-1
-6% -$363 ﹤0.01% 1687
2022
Q3 		$5K Buy
+18
New +$6.23K ﹤0.01% 1580

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return