IC
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IEQ Capital’s Boston Beer SAM Stock Holding History

IEQ Capital’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
2026
Q1 		$8.51M Buy
36,928
+12,692
+52% +$2.85M 0.04% 389
2025
Q4 		$4.73M Sell
24,236
-15,118
-38% -$3.12M 0.01% 542
2025
Q3 		$8.32M Buy
39,354
+36,181
+1,140% +$7.7M 0.03% 376
2025
Q2 		$605K Buy
+3,173
New +$730K ﹤0.01% 1075
2025
Q1 		– Sell
-15,379
Closed -$4.61M – 1715
2024
Q4 		$4.61M Buy
15,379
+13,428
+688% +$4.05M 0.04% 283
2024
Q3 		$564K Buy
+1,951
New +$544K 0.01% 716

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AQR Capital Management
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return