Sandy Spring Bank’s Boston Beer SAM Stock Holding History

Sandy Spring Bank’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 Q1	$15K	Buy	63 +10	+19%	+$2.44K	﹤0.01%	786
2024 Q4	$15.9K	Hold	53	–	–	﹤0.01%	788
2024 Q3	$15.3K	Hold	53	–	–	﹤0.01%	796
2024 Q2	$16.2K	Buy	53 +10	+23%	+$2.86K	﹤0.01%	796
2024 Q1	$13.1K	Hold	43	–	–	﹤0.01%	809
2023 Q4	$14.9K	Hold	43	–	–	﹤0.01%	759
2023 Q3	$16.8K	Hold	43	–	–	﹤0.01%	736
2023 Q2	$13.3K	Hold	43	–	–	﹤0.01%	789
2023 Q1	$14.1K	Hold	43	–	–	﹤0.01%	760
2022 Q4	$14.2K	Hold	43	–	–	﹤0.01%	753
2022 Q3	$14K	Hold	43	–	–	﹤0.01%	740
2022 Q2	$13K	Buy	43 +10	+30%	+$3.48K	﹤0.01%	783
2022 Q1	$13K	Hold	33	–	–	﹤0.01%	808
2021 Q4	$17K	Sell	33 -170	-84%	-$84.9K	﹤0.01%	798
2021 Q3	$104K	Hold	203	–	–	0.01%	420
2021 Q2	$208K	Hold	203	–	–	0.01%	332
2021 Q1	$245K	Hold	203	–	–	0.01%	304
2020 Q4	$202K	Hold	203	–	–	0.01%	318
2020 Q3	$179K	Hold	203	–	–	0.01%	310
2020 Q2	$109K	Sell	203 -55	-21%	-$26.6K	0.01%	352
2020 Q1	$95K	Buy	258 +225	+682%	+$83.4K	0.01%	349
2019 Q4	$12K	Buy	+33	New	+$12.4K	﹤0.01%	697

Other funds holding SAM

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

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

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

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sandy Spring Bank's SAM Position: Q1 2025 in Review

Sandy Spring Bank increased its Boston Beer (SAM) stake by 19% in Q1 2025, buying an estimated $2.44K and bringing the position to 63 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Sandy Spring Bank first reported a position in SAM in Q4 2019 and has held it in 22 quarters since. The position peaked at $245K in Q1 2021. 327 funds tracked by Wall St. Rank hold SAM as of Q1 2025.

Sandy Spring Bank held 63 shares of Boston Beer worth $15K as of Q1 2025.
Sandy Spring Bank bought 10 Boston Beer shares in Q1 2025, an estimated $2.44K.
Boston Beer made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #786 holding.
Sandy Spring Bank first reported a position in Boston Beer in Q4 2019 and has held it in 22 quarters since.
Sandy Spring Bank's Boston Beer position peaked at $245K in Q1 2021.
327 funds tracked by Wall St. Rank held Boston Beer as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.