Koch Industries’s Boston Beer SAM Stock Holding History

Koch Industries’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 Q2	–	Sell	-1,527	Closed	-$289K	–	517
2018 Q1	$289K	Buy	+1,527	New	+$281K	0.03%	657

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Koch Industries's SAM Position: Q2 2018 in Review

Koch Industries sold out of Boston Beer (SAM) in Q2 2018, closing a stake of 1,527 shares — an estimated $289K sold.

Koch Industries first reported a position in SAM in Q1 2018 and held it in 1 quarter. The position peaked at $289K in Q1 2018. 252 funds tracked by Wall St. Rank hold SAM as of Q2 2018.

Koch Industries reported no remaining Boston Beer position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 1,527 Boston Beer shares in Q2 2018, an estimated $289K.
Koch Industries first reported a position in Boston Beer in Q1 2018 and held it in 1 quarter.
Koch Industries's Boston Beer position peaked at $289K in Q1 2018.
252 funds tracked by Wall St. Rank held Boston Beer as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.