MCF Advisors’s Boston Beer SAM Stock Holding History

MCF Advisors’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
2026 Q1	$35.9K	Hold	156	–	–	﹤0.01%	675
2025 Q4	$30.4K	Hold	156	–	–	﹤0.01%	602
2025 Q3	$33K	Hold	156	–	–	﹤0.01%	487
2025 Q2	$29.8K	Hold	156	–	–	﹤0.01%	485
2025 Q1	$37.3K	Hold	156	–	–	﹤0.01%	439
2024 Q4	$46.8K	Hold	156	–	–	﹤0.01%	418
2024 Q3	$45.1K	Hold	156	–	–	﹤0.01%	415
2024 Q2	$47.6K	Hold	156	–	–	﹤0.01%	393
2024 Q1	$47.5K	Hold	156	–	–	﹤0.01%	383
2023 Q4	$53.9K	Hold	156	–	–	﹤0.01%	358
2023 Q3	$60.8K	Hold	156	–	–	0.01%	340
2023 Q2	$48.1K	Hold	156	–	–	﹤0.01%	362
2023 Q1	$51.3K	Hold	156	–	–	﹤0.01%	345
2022 Q4	$51.4K	Hold	156	–	–	0.01%	339
2022 Q3	$50K	Hold	156	–	–	0.01%	342
2022 Q2	$47K	Hold	156	–	–	0.01%	326
2022 Q1	$61K	Buy	+156	New	+$65K	0.01%	304

Other funds holding SAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Arrowstreet Capital

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

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return