Scout Investments’s Boston Beer SAM Stock Holding History

Scout Investments’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
2021 Q3	–	Sell	-17,274	Closed	-$17.6M	–	320
2021 Q2	$17.6M	Sell	17,274 -172	-1%	-$193K	0.26%	124
2021 Q1	$21M	Buy	17,446 +2,579	+17%	+$2.71M	0.32%	120
2020 Q4	$14.8M	Sell	14,867 -1,593	-10%	-$1.53M	0.27%	144
2020 Q3	$14.5M	Buy	+16,460	New	+$13M	0.32%	119

Other funds holding SAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Scout Investments's SAM Position: Q3 2021 in Review

Scout Investments sold out of Boston Beer (SAM) in Q3 2021, closing a stake of 17,274 shares — an estimated $17.6M sold.

Scout Investments first reported a position in SAM in Q3 2020 and held it in 4 quarters. The position peaked at $21M in Q1 2021. 374 funds tracked by Wall St. Rank hold SAM as of Q3 2021.

Scout Investments reported no remaining Boston Beer position as of Q3 2021 after selling out during the quarter.
Scout Investments sold 17,274 Boston Beer shares in Q3 2021, an estimated $17.6M.
Scout Investments first reported a position in Boston Beer in Q3 2020 and held it in 4 quarters.
Scout Investments's Boston Beer position peaked at $21M in Q1 2021.
374 funds tracked by Wall St. Rank held Boston Beer as of Q3 2021.

Based on Scout Investments's 13F filing for Q3 2021, filed 13 Oct 2021.