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Kavar Capital Partners Group’s Boston Beer SAM Stock Holding History

Kavar Capital Partners Group’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
2018
Q3 		– Sell
-75
Closed -$22K – 322
2018
Q2 		$22K Hold
75
– – 0.01% 261
2018
Q1 		$14K Buy
+75
New +$13.8K 0.01% 294
2016
Q3 		– Sell
-7,595
Closed -$1.3M – 101
2016
Q2 		$1.3M Buy
+7,595
New +$1.23M 0.84% 60

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kavar Capital Partners Group's SAM Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of Boston Beer (SAM) in Q3 2018, closing a stake of 75 shares — an estimated $22K sold.

Kavar Capital Partners Group first reported a position in SAM in Q2 2016 and held it in 3 quarters. The position peaked at $1.3M in Q2 2016. 247 funds tracked by Wall St. Rank hold SAM as of Q3 2018.

  • Kavar Capital Partners Group reported no remaining Boston Beer position as of Q3 2018 after selling out during the quarter.
  • Kavar Capital Partners Group sold 75 Boston Beer shares in Q3 2018, an estimated $22K.
  • Kavar Capital Partners Group first reported a position in Boston Beer in Q2 2016 and held it in 3 quarters.
  • Kavar Capital Partners Group's Boston Beer position peaked at $1.3M in Q2 2016.
  • 247 funds tracked by Wall St. Rank held Boston Beer as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.