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Mesirow Institutional Investment Management’s Boston Beer SAM Stock Holding History

Mesirow Institutional Investment Management’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
2024
Q4 		$16.3M Buy
54,441
+107
+0.2% +$32.3K 1.26% 21
2024
Q3 		$15.7M Buy
54,334
+1,837
+3% +$512K 1.2% 28
2024
Q2 		$16M Buy
+52,497
New +$15M 1.4% 15

Other funds holding SAM

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mesirow Institutional Investment Management's SAM Position: Q4 2024 in Review

Mesirow Institutional Investment Management increased its Boston Beer (SAM) stake by 0.2% in Q4 2024, buying an estimated $32.3K and bringing the position to 54,441 shares worth $16.3M. The position accounts for 1.26% of the portfolio, ranked #21.

Mesirow Institutional Investment Management first reported a position in SAM in Q2 2024 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold SAM as of Q4 2024.

  • Mesirow Institutional Investment Management held 54,441 shares of Boston Beer worth $16.3M as of Q4 2024.
  • Mesirow Institutional Investment Management bought 107 Boston Beer shares in Q4 2024, an estimated $32.3K.
  • Boston Beer made up 1.26% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #21 holding.
  • Mesirow Institutional Investment Management first reported a position in Boston Beer in Q2 2024 and has held it in 3 quarters since.
  • 345 funds tracked by Wall St. Rank held Boston Beer as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.