JOYN Advisors’s Boston Beer SAM Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-5	Closed	-$1K	–	1145
2018 Q4	$1K	Buy	+5	New	+$1.4K	﹤0.01%	1667

Other funds holding SAM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

JOYN Advisors's SAM Position: Q1 2019 in Review

JOYN Advisors sold out of Boston Beer (SAM) in Q1 2019, closing a stake of 5 shares — an estimated $1K sold.

JOYN Advisors first reported a position in SAM in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 266 funds tracked by Wall St. Rank hold SAM as of Q1 2019.

JOYN Advisors reported no remaining Boston Beer position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 5 Boston Beer shares in Q1 2019, an estimated $1K.
JOYN Advisors first reported a position in Boston Beer in Q4 2018 and held it in 1 quarter.
JOYN Advisors's Boston Beer position peaked at $1K in Q4 2018.
266 funds tracked by Wall St. Rank held Boston Beer as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.