Steward Financial Group’s Boston Beer SAM Stock Holding History

Steward Financial Group’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
2023 Q3	$1K	Buy	+3	New	+$1.05K	﹤0.01%	1249

Other funds holding SAM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Financial Group's SAM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Boston Beer (SAM) in Q3 2023: 3 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings.

322 funds tracked by Wall St. Rank hold SAM as of Q3 2023.

Steward Financial Group held 3 shares of Boston Beer worth $1K as of Q3 2023.
Boston Beer was a new Steward Financial Group position in Q3 2023.
Boston Beer made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1249 holding.
322 funds tracked by Wall St. Rank held Boston Beer as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.