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Redwood Investment Management’s Boston Beer SAM Stock Holding History

Redwood Investment Management’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
2025
Q4 		– Sell
-14,662
Closed -$3.1M – 350
2025
Q3 		$3.1M Sell
14,662
-2,738
-16% -$583K 0.34% 59
2025
Q2 		$3.32M Buy
17,400
+2,028
+13% +$467K 0.35% 63
2025
Q1 		$3.67M Buy
15,372
+3,085
+25% +$752K 0.4% 54
2024
Q4 		$3.69M Buy
+12,287
New +$3.71M 0.36% 47
2024
Q2 		– Sell
-4,935
Closed -$1.5M – 371
2024
Q1 		$1.5M Buy
+4,935
New +$1.65M 0.14% 221

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Redwood Investment Management's SAM Position: Q4 2025 in Review

Redwood Investment Management sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 14,662 shares — an estimated $3.1M sold.

Redwood Investment Management first reported a position in SAM in Q1 2024 and held it in 5 quarters. The position peaked at $3.69M in Q4 2024. 345 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • Redwood Investment Management reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
  • Redwood Investment Management sold 14,662 Boston Beer shares in Q4 2025, an estimated $3.1M.
  • Redwood Investment Management first reported a position in Boston Beer in Q1 2024 and held it in 5 quarters.
  • Redwood Investment Management's Boston Beer position peaked at $3.69M in Q4 2024.
  • 345 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on Redwood Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.