EVR Research’s Boston Beer SAM Stock Holding History

EVR Research’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 Q3	–	Sell	-7,000	Closed	-$2.16M	–	44
2023 Q2	$2.16M	Buy	+7,000	New	+$2.25M	0.58%	28

Other funds holding SAM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EVR Research's SAM Position: Q3 2023 in Review

EVR Research sold out of Boston Beer (SAM) in Q3 2023, closing a stake of 7,000 shares — an estimated $2.16M sold.

EVR Research first reported a position in SAM in Q2 2023 and held it in 1 quarter. The position peaked at $2.16M in Q2 2023. 323 funds tracked by Wall St. Rank hold SAM as of Q3 2023.

EVR Research reported no remaining Boston Beer position as of Q3 2023 after selling out during the quarter.
EVR Research sold 7,000 Boston Beer shares in Q3 2023, an estimated $2.16M.
EVR Research first reported a position in Boston Beer in Q2 2023 and held it in 1 quarter.
EVR Research's Boston Beer position peaked at $2.16M in Q2 2023.
323 funds tracked by Wall St. Rank held Boston Beer as of Q3 2023.

Based on EVR Research's 13F filing for Q3 2023, filed 14 Nov 2023.