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International Assets Investment Management’s Boston Beer SAM Stock Holding History

International Assets Investment 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
2024
Q4 		– Sell
-54
Closed -$15.6K – 1700
2024
Q3 		$15.6K Buy
+54
New +$15.1K ﹤0.01% 1447
2022
Q2 		– Sell
-528
Closed -$205K – 539
2022
Q1 		$205K Sell
528
-119
-18% -$49.6K 0.04% 423
2021
Q4 		$327K Sell
647
-28
-4% -$14K 0.06% 329
2021
Q3 		$344K Buy
675
+450
+200% +$306K 0.06% 308
2021
Q2 		$230K Buy
225
+219
+3,650% +$246K 0.04% 394
2021
Q1 		$6K Hold
6
– – ﹤0.01% 1747
2020
Q4 		$6K Buy
+6
New +$5.76K ﹤0.01% 1598

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

International Assets Investment Management's SAM Position: Q4 2024 in Review

International Assets Investment Management sold out of Boston Beer (SAM) in Q4 2024, closing a stake of 54 shares — an estimated $15.6K sold.

International Assets Investment Management first reported a position in SAM in Q4 2020 and held it in 7 quarters. The position peaked at $344K in Q3 2021. 348 funds tracked by Wall St. Rank hold SAM as of Q4 2024.

  • International Assets Investment Management reported no remaining Boston Beer position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 54 Boston Beer shares in Q4 2024, an estimated $15.6K.
  • International Assets Investment Management first reported a position in Boston Beer in Q4 2020 and held it in 7 quarters.
  • International Assets Investment Management's Boston Beer position peaked at $344K in Q3 2021.
  • 348 funds tracked by Wall St. Rank held Boston Beer as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.