MS
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Murray Stahl’s Boston Beer SAM Stock Holding History

Murray Stahl’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
Q1 		– Sell
-778
Closed -$294K – 460
2019
Q4 		$294K Sell
778
-95
-11% -$35.8K 0.01% 335
2019
Q3 		$318K Sell
873
-65
-7% -$25.5K 0.01% 327
2019
Q2 		$354K Sell
938
-209
-18% -$66.2K 0.01% 300
2019
Q1 		$338K Buy
+1,147
New +$314K 0.01% 385

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Murray Stahl's SAM Position: Q1 2020 in Review

Murray Stahl sold out of Boston Beer (SAM) in Q1 2020, closing a stake of 778 shares — an estimated $294K sold.

Murray Stahl first reported a position in SAM in Q1 2019 and held it in 4 quarters. The position peaked at $354K in Q2 2019. 279 funds tracked by Wall St. Rank hold SAM as of Q1 2020.

  • Murray Stahl reported no remaining Boston Beer position as of Q1 2020 after selling out during the quarter.
  • Murray Stahl sold 778 Boston Beer shares in Q1 2020, an estimated $294K.
  • Murray Stahl first reported a position in Boston Beer in Q1 2019 and held it in 4 quarters.
  • Murray Stahl's Boston Beer position peaked at $354K in Q2 2019.
  • 279 funds tracked by Wall St. Rank held Boston Beer as of Q1 2020.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2020, filed 13 May 2020.