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Schechter Investment Advisors’s Boston Beer SAM Stock Holding History

Schechter 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
2025
Q1 		$781K Sell
3,269
-1,691
-34% -$412K 0.06% 271
2024
Q4 		$1.49M Buy
4,960
+159
+3% +$48K 0.11% 175
2024
Q3 		$1.39M Sell
4,801
-77
-2% -$21.5K 0.1% 187
2024
Q2 		$1.49M Sell
4,878
-342
-7% -$97.9K 0.11% 175
2024
Q1 		$1.59M Buy
5,220
+583
+13% +$194K 0.12% 160
2023
Q4 		$1.6M Buy
4,637
+258
+6% +$90.5K 0.14% 145
2023
Q3 		$1.71M Sell
4,379
-529
-11% -$185K 0.17% 127
2023
Q2 		$1.51M Sell
4,908
-656
-12% -$211K 0.14% 160
2023
Q1 		$1.83M Buy
5,564
+1,072
+24% +$369K 0.17% 120
2022
Q4 		$1.48M Buy
4,492
+515
+13% +$187K 0.14% 181
2022
Q3 		$1.29M Buy
3,977
+1,551
+64% +$536K 0.13% 211
2022
Q2 		$735K Sell
2,426
-481
-17% -$167K 0.07% 391
2022
Q1 		$1.13M Buy
2,907
+1,334
+85% +$556K 0.1% 263
2021
Q4 		$795K Buy
+1,573
New +$786K 0.07% 377

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Schechter Investment Advisors's SAM Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Boston Beer (SAM) stake by 34% in Q1 2025, selling an estimated $412K and leaving 3,269 shares worth $781K. The position accounts for 0.06% of the portfolio, ranked #271.

Schechter Investment Advisors first reported a position in SAM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.83M in Q1 2023. 326 funds tracked by Wall St. Rank hold SAM as of Q1 2025.

  • Schechter Investment Advisors held 3,269 shares of Boston Beer worth $781K as of Q1 2025.
  • Schechter Investment Advisors sold 1,691 Boston Beer shares in Q1 2025, an estimated $412K.
  • Boston Beer made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #271 holding.
  • Schechter Investment Advisors first reported a position in Boston Beer in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Boston Beer position peaked at $1.83M in Q1 2023.
  • 326 funds tracked by Wall St. Rank held Boston Beer as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.