EverSource Wealth Advisors’s Boston Beer SAM Stock Holding History

EverSource Wealth Advisors’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
2026 Q1	$97.5K	Buy	423 +80	+23%	+$18K	﹤0.01%	1440
2025 Q4	$66.9K	Sell	343 -291	-46%	-$60K	﹤0.01%	1551
2025 Q3	$134K	Buy	634 +623	+5,664%	+$133K	0.01%	1113
2025 Q2	$2.1K	Buy	11 +9	+450%	+$2.07K	﹤0.01%	3497
2025 Q1	$478	Sell	2 -91	-98%	-$22.2K	﹤0.01%	3472
2024 Q4	$27.9K	Buy	93 +89	+2,225%	+$26.9K	﹤0.01%	1459
2024 Q3	$1.16K	Sell	4 -3	-43%	-$836	﹤0.01%	2692
2024 Q2	$1.96K	Buy	+7	New	+$2K	﹤0.01%	2552
2023 Q4	–	Sell	-4	Closed	-$1.56K	–	2734
2023 Q3	$1.56K	Sell	4 -72	-95%	-$25.2K	﹤0.01%	2084
2023 Q2	$23.4K	Buy	76 +72	+1,800%	+$23.2K	﹤0.01%	1092
2023 Q1	$1.31K	Buy	+4	New	+$1.38K	﹤0.01%	2053
2022 Q1	–	Sell	-5	Closed	-$3K	–	1826
2021 Q4	$3K	Buy	+5	New	+$2.5K	﹤0.01%	1454

Other funds holding SAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return