TI
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Tidal Investments’s Boston Beer SAM Stock Holding History

Tidal Investments’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
2026
Q1 		$417K Buy
1,812
+273
+18% +$61.4K ﹤0.01% 1910
2025
Q4 		$300K Buy
1,539
+406
+36% +$83.7K ﹤0.01% 1860
2025
Q3 		$240K Sell
1,133
-94
-8% -$20K ﹤0.01% 1896
2025
Q2 		$234K Sell
1,227
-1,528
-55% -$352K ﹤0.01% 1720
2025
Q1 		$658K Buy
2,755
+636
+30% +$155K 0.01% 1176
2024
Q4 		$636K Buy
2,119
+1,086
+105% +$328K 0.01% 1248
2024
Q3 		$299K Buy
+1,033
New +$288K ﹤0.01% 1600
2024
Q2 		– Sell
-1,868
Closed -$569K – 1913
2024
Q1 		$569K Buy
1,868
+937
+101% +$313K 0.01% 1130
2023
Q4 		$322K Buy
931
+183
+24% +$64.2K 0.01% 1146
2023
Q3 		$291K Sell
748
-119
-14% -$41.7K 0.01% 1070
2023
Q2 		$267K Buy
867
+62
+8% +$19.9K 0.01% 1090
2023
Q1 		$265K Sell
805
-209
-21% -$71.9K 0.01% 1066
2022
Q4 		$334K Buy
+1,014
New +$368K 0.01% 797
2022
Q3 		– Sell
-1,984
Closed -$601K – 1181
2022
Q2 		$601K Sell
1,984
-331
-14% -$115K 0.02% 532
2022
Q1 		$899K Buy
2,315
+525
+29% +$219K 0.03% 462
2021
Q4 		$904K Buy
1,790
+1,139
+175% +$569K 0.03% 437
2021
Q3 		$334K Buy
+651
New +$443K 0.01% 640

Other funds holding SAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return