FMA Advisory’s Boston Beer SAM Stock Holding History

FMA Advisory’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
2021 Q3	$309K	Buy	+607	New	+$413K	0.12%	125

Other funds holding SAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

FMA Advisory's SAM Position: Q3 2021 in Review

FMA Advisory opened a new position in Boston Beer (SAM) in Q3 2021: 607 shares worth $309K. The stake represents 0.12% of the portfolio and ranks #125 among its holdings.

374 funds tracked by Wall St. Rank hold SAM as of Q3 2021.

FMA Advisory held 607 shares of Boston Beer worth $309K as of Q3 2021.
Boston Beer was a new FMA Advisory position in Q3 2021.
Boston Beer made up 0.12% of FMA Advisory's portfolio in Q3 2021, its #125 holding.
374 funds tracked by Wall St. Rank held Boston Beer as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.