Motley Fool Asset Management’s Boston Beer SAM Stock Holding History

Motley Fool Asset 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
2022 Q1	–	Sell	-6	Closed	-$3K	–	304
2021 Q4	$3K	Buy	+6	New	+$3K	﹤0.01%	262
2017 Q1	–	Sell	-16,120	Closed	-$2.74M	–	77
2016 Q4	$2.74M	Sell	16,120 -23,720	-60%	-$3.93M	0.61%	58
2016 Q3	$6.19M	Hold	39,840	–	–	1.36%	33
2016 Q2	$6.81M	Hold	39,840	–	–	1.49%	28
2016 Q1	$7.37M	Buy	+39,840	New	+$7.26M	1.54%	22

Other funds holding SAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Motley Fool Asset Management's SAM Position: Q1 2022 in Review

Motley Fool Asset Management sold out of Boston Beer (SAM) in Q1 2022, closing a stake of 6 shares — an estimated $3K sold.

Motley Fool Asset Management first reported a position in SAM in Q1 2016 and held it in 5 quarters. The position peaked at $7.37M in Q1 2016. 325 funds tracked by Wall St. Rank hold SAM as of Q1 2022.

Motley Fool Asset Management reported no remaining Boston Beer position as of Q1 2022 after selling out during the quarter.
Motley Fool Asset Management sold 6 Boston Beer shares in Q1 2022, an estimated $3K.
Motley Fool Asset Management first reported a position in Boston Beer in Q1 2016 and held it in 5 quarters.
Motley Fool Asset Management's Boston Beer position peaked at $7.37M in Q1 2016.
325 funds tracked by Wall St. Rank held Boston Beer as of Q1 2022.

Based on Motley Fool Asset Management's 13F filing for Q1 2022, filed 4 May 2022.