MV Capital Management’s Boston Beer SAM Stock Holding History

MV Capital 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
2026 Q1	$2.54K	Buy	11 +4	+57%	+$900	﹤0.01%	716
2025 Q4	$1.37K	Sell	7 -1	-13%	-$206	﹤0.01%	769
2025 Q3	$1.69K	Buy	+8	New	+$1.7K	﹤0.01%	725
2025 Q2	–	Sell	-2	Closed	-$478	–	1119
2025 Q1	$478	Hold	2	–	–	﹤0.01%	824
2024 Q4	$600	Hold	2	–	–	﹤0.01%	793
2024 Q3	$579	Hold	2	–	–	﹤0.01%	795
2024 Q2	$611	Buy	+2	New	+$573	﹤0.01%	722
2019 Q3	–	Sell	-8	Closed	-$3K	–	399
2019 Q2	$3K	Sell	8 -7	-47%	-$2.22K	﹤0.01%	305
2019 Q1	$4K	Buy	+15	New	+$4.1K	﹤0.01%	308
2018 Q4	–	Sell	-24	Closed	-$7K	–	349
2018 Q3	$7K	Buy	24 +5	+26%	+$1.5K	﹤0.01%	274
2018 Q2	$6K	Buy	+19	New	+$4.63K	﹤0.01%	297

Other funds holding SAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return