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Dean Investment Associates’s Boston Beer SAM Stock Holding History

Dean Investment 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
2025
Q2 		– Sell
-5,981
Closed -$1.43M – 218
2025
Q1 		$1.43M Sell
5,981
-9,485
-61% -$2.31M 0.21% 171
2024
Q4 		$4.64M Buy
+15,466
New +$4.67M 0.66% 40
2017
Q2 		– Sell
-27,220
Closed -$3.94M – 217
2017
Q1 		$3.94M Buy
+27,220
New +$4.26M 0.66% 76

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dean Investment Associates's SAM Position: Q2 2025 in Review

Dean Investment Associates sold out of Boston Beer (SAM) in Q2 2025, closing a stake of 5,981 shares — an estimated $1.43M sold.

Dean Investment Associates first reported a position in SAM in Q1 2017 and held it in 3 quarters. The position peaked at $4.64M in Q4 2024. 346 funds tracked by Wall St. Rank hold SAM as of Q2 2025.

  • Dean Investment Associates reported no remaining Boston Beer position as of Q2 2025 after selling out during the quarter.
  • Dean Investment Associates sold 5,981 Boston Beer shares in Q2 2025, an estimated $1.43M.
  • Dean Investment Associates first reported a position in Boston Beer in Q1 2017 and held it in 3 quarters.
  • Dean Investment Associates's Boston Beer position peaked at $4.64M in Q4 2024.
  • 346 funds tracked by Wall St. Rank held Boston Beer as of Q2 2025.

Based on Dean Investment Associates's 13F filing for Q2 2025, filed 12 Aug 2025.