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Piedmont Investment Advisors’s Boston Beer SAM Stock Holding History

Piedmont Investment Advisors’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
Q2 		– Sell
-822
Closed -$302K – 569
2020
Q1 		$302K Buy
822
+2
+0.2% +$742 0.01% 603
2019
Q4 		$310K Sell
820
-139
-14% -$52.4K 0.01% 743
2019
Q3 		$349K Sell
959
-148
-13% -$58.2K 0.01% 686
2019
Q2 		$418K Buy
+1,107
New +$351K 0.02% 615
2018
Q3 		– Sell
-146
Closed -$44K – 2044
2018
Q2 		$44K Buy
+146
New +$35.6K ﹤0.01% 1334

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Piedmont Investment Advisors's SAM Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Boston Beer (SAM) in Q2 2020, closing a stake of 822 shares — an estimated $302K sold.

Piedmont Investment Advisors first reported a position in SAM in Q2 2018 and held it in 5 quarters. The position peaked at $418K in Q2 2019. 323 funds tracked by Wall St. Rank hold SAM as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Boston Beer position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 822 Boston Beer shares in Q2 2020, an estimated $302K.
  • Piedmont Investment Advisors first reported a position in Boston Beer in Q2 2018 and held it in 5 quarters.
  • Piedmont Investment Advisors's Boston Beer position peaked at $418K in Q2 2019.
  • 323 funds tracked by Wall St. Rank held Boston Beer as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.