MML Investors Services
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MML Investors Services’s Boston Beer SAM Stock Holding History

MML Investors 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
2021
Q3 		– Sell
-248
Closed -$253K – 1996
2021
Q2 		$253K Sell
248
-44
-15% -$49.4K ﹤0.01% 1705
2021
Q1 		$352K Buy
292
+23
+9% +$24.1K ﹤0.01% 1429
2020
Q4 		$267K Sell
269
-80
-23% -$76.8K ﹤0.01% 1449
2020
Q3 		$308K Sell
349
-134
-28% -$106K ﹤0.01% 1266
2020
Q2 		$259K Buy
+483
New +$234K ﹤0.01% 1290
2019
Q3 		– Sell
-625
Closed -$236K – 1590
2019
Q2 		$236K Buy
+625
New +$198K ﹤0.01% 1427

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MML Investors Services's SAM Position: Q3 2021 in Review

MML Investors Services sold out of Boston Beer (SAM) in Q3 2021, closing a stake of 248 shares — an estimated $253K sold.

MML Investors Services first reported a position in SAM in Q2 2019 and held it in 6 quarters. The position peaked at $352K in Q1 2021. 374 funds tracked by Wall St. Rank hold SAM as of Q3 2021.

  • MML Investors Services reported no remaining Boston Beer position as of Q3 2021 after selling out during the quarter.
  • MML Investors Services sold 248 Boston Beer shares in Q3 2021, an estimated $253K.
  • MML Investors Services first reported a position in Boston Beer in Q2 2019 and held it in 6 quarters.
  • MML Investors Services's Boston Beer position peaked at $352K in Q1 2021.
  • 374 funds tracked by Wall St. Rank held Boston Beer as of Q3 2021.

Based on MML Investors Services's 13F filing for Q3 2021, filed 15 Nov 2021.