Planning Capital Management Corporation’s Boston Beer SAM Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$2.89K	Buy	+10	New	+$2.79K	﹤0.01%	557

Other funds holding SAM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Planning Capital Management Corporation's SAM Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Boston Beer (SAM) in Q3 2024: 10 shares worth $2.89K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings.

332 funds tracked by Wall St. Rank hold SAM as of Q3 2024.

Planning Capital Management Corporation held 10 shares of Boston Beer worth $2.89K as of Q3 2024.
Boston Beer was a new Planning Capital Management Corporation position in Q3 2024.
Boston Beer made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #557 holding.
332 funds tracked by Wall St. Rank held Boston Beer as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.