Standard Family Office’s Boston Beer SAM Stock Holding History

Standard Family Office’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	-1	Closed	-$1K	–	439
2021 Q2	$1K	Hold	1	–	–	﹤0.01%	534
2021 Q1	$1K	Buy	+1	New	+$1.05K	﹤0.01%	576

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

Standard Family Office's SAM Position: Q3 2021 in Review

Standard Family Office sold out of Boston Beer (SAM) in Q3 2021, closing a stake of 1 share — an estimated $1K sold.

Standard Family Office first reported a position in SAM in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 374 funds tracked by Wall St. Rank hold SAM as of Q3 2021.

Standard Family Office reported no remaining Boston Beer position as of Q3 2021 after selling out during the quarter.
Standard Family Office sold 1 Boston Beer share in Q3 2021, an estimated $1K.
Standard Family Office first reported a position in Boston Beer in Q1 2021 and held it in 2 quarters.
Standard Family Office's Boston Beer position peaked at $1K in Q2 2021.
374 funds tracked by Wall St. Rank held Boston Beer as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.