SIC
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SJS Investment Consulting’s Boston Beer SAM Stock Holding History

SJS Investment Consulting’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
2026
Q1 		$2.77K Buy
+12
New +$2.7K ﹤0.01% 1196
2025
Q4 		– Sell
-1
Closed -$212 – 2139
2025
Q3 		$212 Buy
+1
New +$213 ﹤0.01% 1453
2025
Q1 		– Sell
-2
Closed -$600 – 1661
2024
Q4 		$600 Buy
2
+1
+100% +$302 ﹤0.01% 1182
2024
Q3 		$290 Hold
1
– – ﹤0.01% 1453
2024
Q2 		$306 Hold
1
– – ﹤0.01% 1430
2024
Q1 		$305 Buy
+1
New +$334 ﹤0.01% 1416
2022
Q4 		– Sell
-1
Closed – – 1690
2022
Q3 		$0 Buy
+1
New +$346 ﹤0.01% 1481

Other funds holding SAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return