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Cornerstone Advisors (Washington)’s Boston Beer SAM Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q2 		– Sell
-3
Closed -$1K – 778
2020
Q1 		$1K Buy
+3
New +$1.11K ﹤0.01% 703
2017
Q3 		– Sell
-133
Closed -$18K – 934
2017
Q2 		$18K Hold
133
– – 0.01% 507
2017
Q1 		$19K Hold
133
– – 0.01% 504
2016
Q4 		$23K Hold
133
– – 0.02% 453
2016
Q3 		$21K Buy
+133
New +$23.2K 0.02% 485

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SAM Position: Q2 2020 in Review

Cornerstone Advisors (Washington) sold out of Boston Beer (SAM) in Q2 2020, closing a stake of 3 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in SAM in Q3 2016 and held it in 5 quarters. The position peaked at $23K in Q4 2016. 323 funds tracked by Wall St. Rank hold SAM as of Q2 2020.

  • Cornerstone Advisors (Washington) reported no remaining Boston Beer position as of Q2 2020 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 3 Boston Beer shares in Q2 2020, an estimated $1K.
  • Cornerstone Advisors (Washington) first reported a position in Boston Beer in Q3 2016 and held it in 5 quarters.
  • Cornerstone Advisors (Washington)'s Boston Beer position peaked at $23K in Q4 2016.
  • 323 funds tracked by Wall St. Rank held Boston Beer as of Q2 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2020, filed 29 Jul 2020.