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Gyroscope Capital Management Group’s Boston Beer SAM Stock Holding History

Gyroscope Capital Management Group’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
2017
Q3 		– Sell
-1,965
Closed -$260K – 125
2017
Q2 		$260K Hold
1,965
– – 0.13% 94
2017
Q1 		$284K Hold
1,965
– – 0.17% 67
2016
Q4 		$334K Buy
+1,965
New +$325K 0.22% 54

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

Gyroscope Capital Management Group's SAM Position: Q3 2017 in Review

Gyroscope Capital Management Group sold out of Boston Beer (SAM) in Q3 2017, closing a stake of 1,965 shares — an estimated $260K sold.

Gyroscope Capital Management Group first reported a position in SAM in Q4 2016 and held it in 3 quarters. The position peaked at $334K in Q4 2016. 238 funds tracked by Wall St. Rank hold SAM as of Q3 2017.

  • Gyroscope Capital Management Group reported no remaining Boston Beer position as of Q3 2017 after selling out during the quarter.
  • Gyroscope Capital Management Group sold 1,965 Boston Beer shares in Q3 2017, an estimated $260K.
  • Gyroscope Capital Management Group first reported a position in Boston Beer in Q4 2016 and held it in 3 quarters.
  • Gyroscope Capital Management Group's Boston Beer position peaked at $334K in Q4 2016.
  • 238 funds tracked by Wall St. Rank held Boston Beer as of Q3 2017.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2017, filed 16 Nov 2017.