CMBA
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C.M. Bidwell & Associates’s Boston Beer SAM Stock Holding History

C.M. Bidwell & Associates’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
2021
Q3 		– Sell
-69
Closed -$70K – 606
2021
Q2 		$70K Hold
69
– – 0.05% 270
2021
Q1 		$83K Sell
69
-92
-57% -$96.5K 0.06% 256
2020
Q4 		$160K Sell
161
-46
-22% -$44.1K 0.13% 157
2020
Q3 		$183K Buy
+207
New +$163K 0.17% 123
2020
Q1 		– Sell
-100
Closed -$38K – 442
2019
Q4 		$38K Sell
100
-103
-51% -$38.8K 0.03% 262
2019
Q3 		$74K Buy
203
+103
+103% +$40.5K 0.07% 210
2019
Q2 		$38K Hold
100
– – 0.04% 270
2019
Q1 		$29K Buy
+100
New +$27.4K 0.03% 291

Other funds holding SAM

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Vanguard Group
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DCP
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return