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McCollum Christoferson Group’s Boston Beer SAM Stock Holding History

McCollum Christoferson 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
2022
Q2 		– Sell
-2,581
Closed -$1M – 70
2022
Q1 		$1M Buy
2,581
+209
+9% +$87.1K 0.25% 48
2021
Q4 		$1.2M Sell
2,372
-3,348
-59% -$1.67M 0.27% 47
2021
Q3 		$2.92M Sell
5,720
-266
-4% -$181K 0.69% 46
2021
Q2 		$6.11M Buy
5,986
+104
+2% +$117K 1.45% 38
2021
Q1 		$7.09M Buy
+5,882
New +$6.17M 1.8% 30

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

McCollum Christoferson Group's SAM Position: Q2 2022 in Review

McCollum Christoferson Group sold out of Boston Beer (SAM) in Q2 2022, closing a stake of 2,581 shares — an estimated $1M sold.

McCollum Christoferson Group first reported a position in SAM in Q1 2021 and held it in 5 quarters. The position peaked at $7.09M in Q1 2021. 316 funds tracked by Wall St. Rank hold SAM as of Q2 2022.

  • McCollum Christoferson Group reported no remaining Boston Beer position as of Q2 2022 after selling out during the quarter.
  • McCollum Christoferson Group sold 2,581 Boston Beer shares in Q2 2022, an estimated $1M.
  • McCollum Christoferson Group first reported a position in Boston Beer in Q1 2021 and held it in 5 quarters.
  • McCollum Christoferson Group's Boston Beer position peaked at $7.09M in Q1 2021.
  • 316 funds tracked by Wall St. Rank held Boston Beer as of Q2 2022.

Based on McCollum Christoferson Group's 13F filing for Q2 2022, filed 10 Aug 2022.