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Summit Place Financial Advisors’s Boston Beer SAM Stock Holding History

Summit Place Financial 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
2025
Q4 		– Sell
-1,146
Closed -$242K – 103
2025
Q3 		$242K Sell
1,146
-555
-33% -$118K 0.11% 96
2025
Q2 		$325K Buy
1,701
+407
+31% +$93.7K 0.16% 76
2025
Q1 		$309K Sell
1,294
-430
-25% -$105K 0.17% 83
2024
Q4 		$517K Sell
1,724
-764
-31% -$231K 0.29% 66
2024
Q3 		$719K Sell
2,488
-508
-17% -$142K 0.4% 62
2024
Q2 		$914K Buy
2,996
+245
+9% +$70.2K 0.54% 57
2024
Q1 		$837K Buy
2,751
+1,170
+74% +$390K 0.49% 58
2023
Q4 		$546K Buy
+1,581
New +$554K 0.36% 68

Other funds holding SAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Summit Place Financial Advisors's SAM Position: Q4 2025 in Review

Summit Place Financial Advisors sold out of Boston Beer (SAM) in Q4 2025, closing a stake of 1,146 shares — an estimated $242K sold.

Summit Place Financial Advisors first reported a position in SAM in Q4 2023 and held it in 8 quarters. The position peaked at $914K in Q2 2024. 347 funds tracked by Wall St. Rank hold SAM as of Q4 2025.

  • Summit Place Financial Advisors reported no remaining Boston Beer position as of Q4 2025 after selling out during the quarter.
  • Summit Place Financial Advisors sold 1,146 Boston Beer shares in Q4 2025, an estimated $242K.
  • Summit Place Financial Advisors first reported a position in Boston Beer in Q4 2023 and held it in 8 quarters.
  • Summit Place Financial Advisors's Boston Beer position peaked at $914K in Q2 2024.
  • 347 funds tracked by Wall St. Rank held Boston Beer as of Q4 2025.

Based on Summit Place Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.