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PTC
Private Trust Company’s
Boston Beer
SAM
Stock Holding History
Private Trust Company’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
$230
Hold
1
–
–
﹤0.01%
2540
2025
Q4
$195
Hold
1
–
–
﹤0.01%
2493
2025
Q3
$211
Buy
+1
New
+$213
﹤0.01%
2502
2014
Q4
–
Sell
-103
Closed
-$23K
–
1015
2014
Q3
$23K
Buy
103
+3
+3%
+$671
0.01%
796
2014
Q2
$22K
Hold
100
–
–
0.01%
806
2014
Q1
$24K
Hold
100
–
–
0.01%
695
2013
Q4
$24K
Hold
100
–
–
0.01%
656
2013
Q3
$24K
Hold
100
–
–
0.01%
612
2013
Q2
$17K
Buy
+100
New
+$15.9K
0.01%
685
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$185B AUM
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1-Year Est. Return
QCM
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$59.9B AUM
28.07%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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