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Edgestream Partners’s Boston Beer SAM Stock Holding History

Edgestream Partners’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
-5,395
Closed -$1.29M – 1037
2025
Q1 		$1.29M Sell
5,395
-4,307
-44% -$1.05M 0.04% 566
2024
Q4 		$2.91M Buy
+9,702
New +$2.93M 0.12% 317
2024
Q3 		– Sell
-986
Closed -$301K – 1046
2024
Q2 		$301K Buy
+986
New +$282K 0.01% 747
2023
Q4 		– Sell
-2,711
Closed -$1.06M – 1037
2023
Q3 		$1.06M Buy
+2,711
New +$950K 0.08% 383
2022
Q4 		– Sell
-1,803
Closed -$584K – 622
2022
Q3 		$584K Buy
+1,803
New +$624K 0.05% 333
2022
Q1 		– Sell
-10,177
Closed -$5.14M – 621
2021
Q4 		$5.14M Buy
10,177
+235
+2% +$117K 0.32% 87
2021
Q3 		$5.07M Buy
9,942
+3,864
+64% +$2.63M 0.31% 106
2021
Q2 		$6.2M Buy
+6,078
New +$6.82M 0.37% 88

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

Edgestream Partners's SAM Position: Q2 2025 in Review

Edgestream Partners sold out of Boston Beer (SAM) in Q2 2025, closing a stake of 5,395 shares — an estimated $1.29M sold.

Edgestream Partners first reported a position in SAM in Q2 2021 and held it in 8 quarters. The position peaked at $6.2M in Q2 2021. 345 funds tracked by Wall St. Rank hold SAM as of Q2 2025.

  • Edgestream Partners reported no remaining Boston Beer position as of Q2 2025 after selling out during the quarter.
  • Edgestream Partners sold 5,395 Boston Beer shares in Q2 2025, an estimated $1.29M.
  • Edgestream Partners first reported a position in Boston Beer in Q2 2021 and held it in 8 quarters.
  • Edgestream Partners's Boston Beer position peaked at $6.2M in Q2 2021.
  • 345 funds tracked by Wall St. Rank held Boston Beer as of Q2 2025.

Based on Edgestream Partners's 13F filing for Q2 2025, filed 13 Aug 2025.