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RE Dickinson Investment Advisors’s Boston Beer SAM Stock Holding History

RE Dickinson 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
2024
Q4 		$3K Hold
10
– – ﹤0.01% 207
2024
Q3 		$2.89K Buy
+10
New +$2.79K ﹤0.01% 203

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RE Dickinson Investment Advisors's SAM Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Boston Beer (SAM) position steady in Q4 2024 at 10 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

RE Dickinson Investment Advisors first reported a position in SAM in Q3 2024 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold SAM as of Q4 2024.

  • RE Dickinson Investment Advisors held 10 shares of Boston Beer worth $3K as of Q4 2024.
  • RE Dickinson Investment Advisors left its Boston Beer share count unchanged in Q4 2024.
  • Boston Beer made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #207 holding.
  • RE Dickinson Investment Advisors first reported a position in Boston Beer in Q3 2024 and has held it in 2 quarters since.
  • 347 funds tracked by Wall St. Rank held Boston Beer as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.