Jupiter Investment Management’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-24,214
| Closed | -$8.9M | – | 469 |
|
|
2020
Q1 | $8.9M | Sell |
24,214
-412
| -2% | -$151K | 0.17% | 124 |
|
|
2019
Q4 | $9.3M | Hold |
24,626
| – | – | 0.13% | 174 |
|
|
2019
Q3 | $8.97M | Sell |
24,626
-62,800
| -72% | -$22.9M | 0.12% | 185 |
|
|
2019
Q2 | $33M | Sell |
87,426
-110,688
| -56% | -$41.8M | 0.34% | 90 |
|
|
2019
Q1 | $58.4M | Sell |
198,114
-25,897
| -12% | -$7.63M | 0.54% | 62 |
|
|
2018
Q4 | $54M | Buy |
224,011
+44,527
| +25% | +$10.7M | 0.48% | 67 |
|
|
2018
Q3 | $51.6M | Buy |
179,484
+50,418
| +39% | +$14.5M | 0.35% | 83 |
|
|
2018
Q2 | $38.7M | Buy |
129,066
+57,832
| +81% | +$17.3M | 0.28% | 94 |
|
|
2018
Q1 | $13.5M | Buy |
+71,234
| New | +$13.5M | 0.11% | 131 |
|
|
2016
Q2 | – | Sell |
-9,316
| Closed | -$1.72M | – | 515 |
|
|
2016
Q1 | $1.72M | Sell |
9,316
-3,690
| -28% | -$683K | 0.04% | 262 |
|
|
2015
Q4 | $2.63M | Buy |
+13,006
| New | +$2.63M | 0.07% | 152 |
|
|
2015
Q1 | – | Sell |
-5,724
| Closed | -$1.66M | – | 408 |
|
|
2014
Q4 | $1.66M | Buy |
+5,724
| New | +$1.66M | 0.06% | 224 |
|