CHA
SAM icon

Carmichael Hill & Associates’s Boston Beer SAM Stock Holding History

Carmichael Hill & 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
2022
Q1 		– Sell
-30
Closed -$15K – 830
2021
Q4 		$15K Hold
30
– – 0.01% 555
2021
Q3 		$15K Buy
30
+10
+50% +$6.8K 0.01% 546
2021
Q2 		$20K Buy
+20
New +$22.4K 0.01% 518

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Carmichael Hill & Associates's SAM Position: Q1 2022 in Review

Carmichael Hill & Associates sold out of Boston Beer (SAM) in Q1 2022, closing a stake of 30 shares — an estimated $15K sold.

Carmichael Hill & Associates first reported a position in SAM in Q2 2021 and held it in 3 quarters. The position peaked at $20K in Q2 2021. 325 funds tracked by Wall St. Rank hold SAM as of Q1 2022.

  • Carmichael Hill & Associates reported no remaining Boston Beer position as of Q1 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 30 Boston Beer shares in Q1 2022, an estimated $15K.
  • Carmichael Hill & Associates first reported a position in Boston Beer in Q2 2021 and held it in 3 quarters.
  • Carmichael Hill & Associates's Boston Beer position peaked at $20K in Q2 2021.
  • 325 funds tracked by Wall St. Rank held Boston Beer as of Q1 2022.

Based on Carmichael Hill & Associates's 13F filing for Q1 2022, filed 16 May 2022.