IRON Financial’s Boston Beer SAM Stock Holding History

IRON Financial’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
2020 Q4	–	Sell	-258	Closed	-$228K	–	127
2020 Q3	$228K	Buy	+258	New	+$204K	0.13%	92

Other funds holding SAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

IRON Financial's SAM Position: Q4 2020 in Review

IRON Financial sold out of Boston Beer (SAM) in Q4 2020, closing a stake of 258 shares — an estimated $228K sold.

IRON Financial first reported a position in SAM in Q3 2020 and held it in 1 quarter. The position peaked at $228K in Q3 2020. 399 funds tracked by Wall St. Rank hold SAM as of Q4 2020.

IRON Financial reported no remaining Boston Beer position as of Q4 2020 after selling out during the quarter.
IRON Financial sold 258 Boston Beer shares in Q4 2020, an estimated $228K.
IRON Financial first reported a position in Boston Beer in Q3 2020 and held it in 1 quarter.
IRON Financial's Boston Beer position peaked at $228K in Q3 2020.
399 funds tracked by Wall St. Rank held Boston Beer as of Q4 2020.

Based on IRON Financial's 13F filing for Q4 2020, filed 13 Jan 2021.