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Studio Investment Management’s Boston Beer SAM Stock Holding History

Studio Investment Management’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
2025
Q2 		– Sell
-40
Closed -$9.55K – 278
2025
Q1 		$9.55K Sell
40
-200
-83% -$48.7K ﹤0.01% 257
2024
Q4 		$72K Sell
240
-67
-22% -$20.2K 0.02% 184
2024
Q3 		$88.8K Hold
307
– – 0.02% 177
2024
Q2 		$93.7K Buy
307
+175
+133% +$50.1K 0.02% 169
2024
Q1 		$40.2K Sell
132
-764
-85% -$255K 0.01% 188
2023
Q4 		$310K Sell
896
-143
-14% -$50.2K 0.08% 127
2023
Q3 		$405K Sell
1,039
-190
-15% -$66.6K 0.11% 102
2023
Q2 		$379K Buy
1,229
+40
+3% +$12.9K 0.11% 105
2023
Q1 		$391K Buy
1,189
+24
+2% +$8.26K 0.12% 98
2022
Q4 		$384K Buy
1,165
+43
+4% +$15.6K 0.12% 91
2022
Q3 		$363K Buy
1,122
+23
+2% +$7.96K 0.13% 88
2022
Q2 		$333K Buy
+1,099
New +$382K 0.12% 107

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Studio Investment Management's SAM Position: Q2 2025 in Review

Studio Investment Management sold out of Boston Beer (SAM) in Q2 2025, closing a stake of 40 shares — an estimated $9.55K sold.

Studio Investment Management first reported a position in SAM in Q2 2022 and held it in 12 quarters. The position peaked at $405K in Q3 2023. 345 funds tracked by Wall St. Rank hold SAM as of Q2 2025.

  • Studio Investment Management reported no remaining Boston Beer position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 40 Boston Beer shares in Q2 2025, an estimated $9.55K.
  • Studio Investment Management first reported a position in Boston Beer in Q2 2022 and held it in 12 quarters.
  • Studio Investment Management's Boston Beer position peaked at $405K in Q3 2023.
  • 345 funds tracked by Wall St. Rank held Boston Beer as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.