PSUF
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People's United Financial’s Boston Beer SAM Stock Holding History

People's United Financial’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
-918
Closed -$464K – 676
2021
Q4 		$464K Sell
918
-452
-33% -$226K 0.01% 499
2021
Q3 		$698K Sell
1,370
-260
-16% -$177K 0.02% 449
2021
Q2 		$1.66M Buy
1,630
+105
+7% +$118K 0.04% 285
2021
Q1 		$1.84M Buy
1,525
+93
+6% +$97.6K 0.04% 251
2020
Q4 		$1.42M Buy
1,432
+208
+17% +$200K 0.04% 282
2020
Q3 		$1.08M Buy
+1,224
New +$967K 0.03% 294
2020
Q1 		– Sell
-1,463
Closed -$553K – 716
2019
Q4 		$553K Buy
1,463
+8
+0.5% +$3.01K 0.02% 481
2019
Q3 		$530K Buy
1,455
+11
+0.8% +$4.32K 0.02% 508
2019
Q2 		$545K Buy
+1,444
New +$457K 0.01% 527
2019
Q1 		– Sell
-848
Closed -$204K – 744
2018
Q4 		$204K Sell
848
-11
-1% -$3.08K 0.01% 685
2018
Q3 		$247K Buy
+859
New +$258K 0.01% 662

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
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

People's United Financial's SAM Position: Q1 2022 in Review

People's United Financial sold out of Boston Beer (SAM) in Q1 2022, closing a stake of 918 shares — an estimated $464K sold.

People's United Financial first reported a position in SAM in Q3 2018 and held it in 11 quarters. The position peaked at $1.84M in Q1 2021. 326 funds tracked by Wall St. Rank hold SAM as of Q1 2022.

  • People's United Financial reported no remaining Boston Beer position as of Q1 2022 after selling out during the quarter.
  • People's United Financial sold 918 Boston Beer shares in Q1 2022, an estimated $464K.
  • People's United Financial first reported a position in Boston Beer in Q3 2018 and held it in 11 quarters.
  • People's United Financial's Boston Beer position peaked at $1.84M in Q1 2021.
  • 326 funds tracked by Wall St. Rank held Boston Beer as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.