Mather Group’s Boston Beer SAM Stock Holding History

Mather 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
2025 Q2	–	Sell	-1	Closed	-$239	–	1506
2025 Q1	$239	Buy	+1	New	+$244	﹤0.01%	1720

Other funds holding SAM

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group's SAM Position: Q2 2025 in Review

Mather Group sold out of Boston Beer (SAM) in Q2 2025, closing a stake of 1 share — an estimated $239 sold.

Mather Group first reported a position in SAM in Q1 2025 and held it in 1 quarter. The position peaked at $239 in Q1 2025. 345 funds tracked by Wall St. Rank hold SAM as of Q2 2025.

Mather Group reported no remaining Boston Beer position as of Q2 2025 after selling out during the quarter.
Mather Group sold 1 Boston Beer share in Q2 2025, an estimated $239.
Mather Group first reported a position in Boston Beer in Q1 2025 and held it in 1 quarter.
Mather Group's Boston Beer position peaked at $239 in Q1 2025.
345 funds tracked by Wall St. Rank held Boston Beer as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.