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Hudson Edge Investment Partners’s Boston Beer SAM Stock Holding History

Hudson Edge Investment 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
2025
Q1 		– Sell
-913
Closed -$274K – 177
2024
Q4 		$274K Sell
913
-458
-33% -$138K 0.05% 118
2024
Q3 		$396K Buy
1,371
+250
+22% +$69.7K 0.07% 114
2024
Q2 		$342K Sell
1,121
-426
-28% -$122K 0.07% 121
2024
Q1 		$471K Hold
1,547
– – 0.09% 110
2023
Q4 		$535K Sell
1,547
-50
-3% -$17.5K 0.12% 86
2023
Q3 		$622K Buy
1,597
+258
+19% +$90.4K 0.2% 64
2023
Q2 		$413K Sell
1,339
-192
-13% -$61.7K 0.13% 96
2023
Q1 		$503K Buy
1,531
+14
+0.9% +$4.82K 0.16% 98
2022
Q4 		$500K Sell
1,517
-194
-11% -$70.4K 0.17% 107
2022
Q3 		$554K Sell
1,711
-69
-4% -$23.9K 0.21% 90
2022
Q2 		$539K Buy
1,780
+202
+13% +$70.3K 0.2% 99
2022
Q1 		$613K Buy
1,578
+240
+18% +$100K 0.19% 102
2021
Q4 		$676K Buy
+1,338
New +$668K 0.21% 89
2018
Q2 		– Sell
-2,571
Closed -$486K – 156
2018
Q1 		$486K Sell
2,571
-22
-0.8% -$4.05K 0.07% 97
2017
Q4 		$496K Buy
2,593
+46
+2% +$8.22K 0.07% 103
2017
Q3 		$398K Sell
2,547
-510
-17% -$74.5K 0.06% 121
2017
Q2 		$404K Sell
3,057
-107
-3% -$15K 0.06% 126
2017
Q1 		$458K Buy
+3,164
New +$495K 0.06% 120

Other funds holding SAM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Hudson Edge Investment Partners's SAM Position: Q1 2025 in Review

Hudson Edge Investment Partners sold out of Boston Beer (SAM) in Q1 2025, closing a stake of 913 shares — an estimated $274K sold.

Hudson Edge Investment Partners first reported a position in SAM in Q1 2017 and held it in 18 quarters. The position peaked at $676K in Q4 2021. 326 funds tracked by Wall St. Rank hold SAM as of Q1 2025.

  • Hudson Edge Investment Partners reported no remaining Boston Beer position as of Q1 2025 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 913 Boston Beer shares in Q1 2025, an estimated $274K.
  • Hudson Edge Investment Partners first reported a position in Boston Beer in Q1 2017 and held it in 18 quarters.
  • Hudson Edge Investment Partners's Boston Beer position peaked at $676K in Q4 2021.
  • 326 funds tracked by Wall St. Rank held Boston Beer as of Q1 2025.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2025, filed 28 Apr 2025.