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Institutional & Family Asset Management’s Boston Beer SAM Stock Holding History

Institutional & Family Asset Management’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
2021
Q1 		– Sell
-2
Closed -$2K – 989
2020
Q4 		$2K Hold
2
– – ﹤0.01% 791
2020
Q3 		$2K Hold
2
– – ﹤0.01% 726
2020
Q2 		$1K Sell
2
-1
-33% -$484 ﹤0.01% 801
2020
Q1 		$1K Hold
3
– – ﹤0.01% 774
2019
Q4 		$1K Hold
3
– – ﹤0.01% 829
2019
Q3 		$1K Buy
+3
New +$1.18K ﹤0.01% 802

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institutional & Family Asset Management's SAM Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Boston Beer (SAM) in Q1 2021, closing a stake of 2 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in SAM in Q3 2019 and held it in 6 quarters. The position peaked at $2K in Q4 2020. 412 funds tracked by Wall St. Rank hold SAM as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining Boston Beer position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2 Boston Beer shares in Q1 2021, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Boston Beer in Q3 2019 and held it in 6 quarters.
  • Institutional & Family Asset Management's Boston Beer position peaked at $2K in Q4 2020.
  • 412 funds tracked by Wall St. Rank held Boston Beer as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.