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SW Investment Management’s Boston Beer SAM Stock Holding History

SW 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
Q1 		– Sell
-5,000
Closed -$1.5M – 12
2024
Q4 		$1.5M Hold
5,000
– – 0.35% 14
2024
Q3 		$1.45M Hold
5,000
– – 0.38% 14
2024
Q2 		$1.53M Buy
+5,000
New +$1.43M 0.49% 14

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
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SW Investment Management's SAM Position: Q1 2025 in Review

SW Investment Management sold out of Boston Beer (SAM) in Q1 2025, closing a stake of 5,000 shares — an estimated $1.5M sold.

SW Investment Management first reported a position in SAM in Q2 2024 and held it in 3 quarters. The position peaked at $1.53M in Q2 2024. 326 funds tracked by Wall St. Rank hold SAM as of Q1 2025.

  • SW Investment Management reported no remaining Boston Beer position as of Q1 2025 after selling out during the quarter.
  • SW Investment Management sold 5,000 Boston Beer shares in Q1 2025, an estimated $1.5M.
  • SW Investment Management first reported a position in Boston Beer in Q2 2024 and held it in 3 quarters.
  • SW Investment Management's Boston Beer position peaked at $1.53M in Q2 2024.
  • 326 funds tracked by Wall St. Rank held Boston Beer as of Q1 2025.

Based on SW Investment Management's 13F filing for Q1 2025, filed 13 May 2025.