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Sweet Financial Partners’s Boston Beer SAM Stock Holding History

Sweet Financial Partners’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
2022
Q4 		– Sell
-850
Closed -$275K – 174
2022
Q3 		$275K Hold
850
– – 0.09% 137
2022
Q2 		$258K Buy
850
+100
+13% +$34.8K 0.08% 141
2022
Q1 		$291K Buy
750
+250
+50% +$104K 0.08% 137
2021
Q4 		$253K Buy
+500
New +$250K 0.11% 126

Other funds holding SAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sweet Financial Partners's SAM Position: Q4 2022 in Review

Sweet Financial Partners sold out of Boston Beer (SAM) in Q4 2022, closing a stake of 850 shares — an estimated $275K sold.

Sweet Financial Partners first reported a position in SAM in Q4 2021 and held it in 4 quarters. The position peaked at $291K in Q1 2022. 317 funds tracked by Wall St. Rank hold SAM as of Q4 2022.

  • Sweet Financial Partners reported no remaining Boston Beer position as of Q4 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 850 Boston Beer shares in Q4 2022, an estimated $275K.
  • Sweet Financial Partners first reported a position in Boston Beer in Q4 2021 and held it in 4 quarters.
  • Sweet Financial Partners's Boston Beer position peaked at $291K in Q1 2022.
  • 317 funds tracked by Wall St. Rank held Boston Beer as of Q4 2022.

Based on Sweet Financial Partners's 13F filing for Q4 2022, filed 19 Jan 2023.