Great Diamond Partners’s Boston Beer SAM Stock Holding History

Great Diamond 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
2020 Q1	–	Sell	-58	Closed	-$21K	–	500
2019 Q4	$21K	Buy	+58	New	+$21.8K	0.01%	469

Other funds holding SAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Great Diamond Partners's SAM Position: Q1 2020 in Review

Great Diamond Partners sold out of Boston Beer (SAM) in Q1 2020, closing a stake of 58 shares — an estimated $21K sold.

Great Diamond Partners first reported a position in SAM in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 279 funds tracked by Wall St. Rank hold SAM as of Q1 2020.

Great Diamond Partners reported no remaining Boston Beer position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 58 Boston Beer shares in Q1 2020, an estimated $21K.
Great Diamond Partners first reported a position in Boston Beer in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Boston Beer position peaked at $21K in Q4 2019.
279 funds tracked by Wall St. Rank held Boston Beer as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.