Leonard Green & Partners’s Boston Beer SAM Stock Holding History

Leonard Green & 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
2021 Q1	–	Sell	-5,000	Closed	-$4.97M	–	54
2020 Q4	$4.97M	Buy	+5,000	New	+$4.8M	0.07%	27

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Leonard Green & Partners's SAM Position: Q1 2021 in Review

Leonard Green & Partners sold out of Boston Beer (SAM) in Q1 2021, closing a stake of 5,000 shares — an estimated $4.97M sold.

Leonard Green & Partners first reported a position in SAM in Q4 2020 and held it in 1 quarter. The position peaked at $4.97M in Q4 2020. 412 funds tracked by Wall St. Rank hold SAM as of Q1 2021.

Leonard Green & Partners reported no remaining Boston Beer position as of Q1 2021 after selling out during the quarter.
Leonard Green & Partners sold 5,000 Boston Beer shares in Q1 2021, an estimated $4.97M.
Leonard Green & Partners first reported a position in Boston Beer in Q4 2020 and held it in 1 quarter.
Leonard Green & Partners's Boston Beer position peaked at $4.97M in Q4 2020.
412 funds tracked by Wall St. Rank held Boston Beer as of Q1 2021.

Based on Leonard Green & Partners's 13F filing for Q1 2021, filed 17 May 2021.