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Jaffetilchin Investment Partners’s Boston Beer SAM Stock Holding History

Jaffetilchin 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
2024
Q4 		– Sell
-5
Closed -$1.45K – 1114
2024
Q3 		$1.45K Buy
+5
New +$1.39K ﹤0.01% 1215
2014
Q1 		– Sell
-1,880
Closed -$455K – 217
2013
Q4 		$455K Buy
+1,880
New +$451K 0.22% 92

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jaffetilchin Investment Partners's SAM Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Boston Beer (SAM) in Q4 2024, closing a stake of 5 shares — an estimated $1.45K sold.

Jaffetilchin Investment Partners first reported a position in SAM in Q4 2013 and held it in 2 quarters. The position peaked at $455K in Q4 2013. 345 funds tracked by Wall St. Rank hold SAM as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Boston Beer position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 5 Boston Beer shares in Q4 2024, an estimated $1.45K.
  • Jaffetilchin Investment Partners first reported a position in Boston Beer in Q4 2013 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Boston Beer position peaked at $455K in Q4 2013.
  • 345 funds tracked by Wall St. Rank held Boston Beer as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.