CIM
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Contravisory Investment Management’s Boston Beer SAM Stock Holding History

Contravisory 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
2023
Q2 		– Sell
-630
Closed -$207K – 365
2023
Q1 		$207K Buy
+630
New +$217K 0.06% 196
2020
Q1 		– Sell
-651
Closed -$246K – 317
2019
Q4 		$246K Hold
651
– – 0.09% 135
2019
Q3 		$237K Hold
651
– – 0.09% 130
2019
Q2 		$246K Hold
651
– – 0.1% 130
2019
Q1 		$192K Sell
651
-127
-16% -$34.7K 0.07% 145
2018
Q4 		$187K Buy
778
+42
+6% +$11.7K 0.08% 143
2018
Q3 		$212K Hold
736
– – 0.08% 143
2018
Q2 		$221K Buy
+736
New +$179K 0.08% 144

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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return