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Spearhead Capital Advisors’s Boston Beer SAM Stock Holding History

Spearhead Capital 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
2022
Q2 		– Sell
-576
Closed -$224K – 205
2022
Q1 		$224K Buy
+576
New +$240K 0.03% 178

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Spearhead Capital Advisors's SAM Position: Q2 2022 in Review

Spearhead Capital Advisors sold out of Boston Beer (SAM) in Q2 2022, closing a stake of 576 shares — an estimated $224K sold.

Spearhead Capital Advisors first reported a position in SAM in Q1 2022 and held it in 1 quarter. The position peaked at $224K in Q1 2022. 316 funds tracked by Wall St. Rank hold SAM as of Q2 2022.

  • Spearhead Capital Advisors reported no remaining Boston Beer position as of Q2 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 576 Boston Beer shares in Q2 2022, an estimated $224K.
  • Spearhead Capital Advisors first reported a position in Boston Beer in Q1 2022 and held it in 1 quarter.
  • Spearhead Capital Advisors's Boston Beer position peaked at $224K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held Boston Beer as of Q2 2022.

Based on Spearhead Capital Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.