Grove Bank & Trust’s Boston Beer SAM Stock Holding History

Grove Bank & Trust’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 Q3	–	Sell	-7	Closed	-$1.34K	–	881
2025 Q2	$1.34K	Hold	7	–	–	﹤0.01%	810
2025 Q1	$1.67K	Hold	7	–	–	﹤0.01%	793
2024 Q4	$2.1K	Buy	+7	New	+$2.11K	﹤0.01%	682

Other funds holding SAM

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grove Bank & Trust's SAM Position: Q3 2025 in Review

Grove Bank & Trust sold out of Boston Beer (SAM) in Q3 2025, closing a stake of 7 shares — an estimated $1.34K sold.

Grove Bank & Trust first reported a position in SAM in Q4 2024 and held it in 3 quarters. The position peaked at $2.1K in Q4 2024. 355 funds tracked by Wall St. Rank hold SAM as of Q3 2025.

Grove Bank & Trust reported no remaining Boston Beer position as of Q3 2025 after selling out during the quarter.
Grove Bank & Trust sold 7 Boston Beer shares in Q3 2025, an estimated $1.34K.
Grove Bank & Trust first reported a position in Boston Beer in Q4 2024 and held it in 3 quarters.
Grove Bank & Trust's Boston Beer position peaked at $2.1K in Q4 2024.
355 funds tracked by Wall St. Rank held Boston Beer as of Q3 2025.

Based on Grove Bank & Trust's 13F filing for Q3 2025, filed 6 Oct 2025.