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Mirabella Financial Services’s Boston Beer SAM Stock Holding History

Mirabella Financial Services’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
2020
Q4 		– Sell
-291
Closed -$257K – 466
2020
Q3 		$257K Buy
+291
New +$230K 0.04% 236

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DCP
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mirabella Financial Services's SAM Position: Q4 2020 in Review

Mirabella Financial Services sold out of Boston Beer (SAM) in Q4 2020, closing a stake of 291 shares — an estimated $257K sold.

Mirabella Financial Services first reported a position in SAM in Q3 2020 and held it in 1 quarter. The position peaked at $257K in Q3 2020. 399 funds tracked by Wall St. Rank hold SAM as of Q4 2020.

  • Mirabella Financial Services reported no remaining Boston Beer position as of Q4 2020 after selling out during the quarter.
  • Mirabella Financial Services sold 291 Boston Beer shares in Q4 2020, an estimated $257K.
  • Mirabella Financial Services first reported a position in Boston Beer in Q3 2020 and held it in 1 quarter.
  • Mirabella Financial Services's Boston Beer position peaked at $257K in Q3 2020.
  • 399 funds tracked by Wall St. Rank held Boston Beer as of Q4 2020.

Based on Mirabella Financial Services's 13F filing for Q4 2020, filed 16 Feb 2021.