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Truvestments Capital’s Boston Beer SAM Stock Holding History

Truvestments Capital’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
2024
Q4 		– Sell
-16
Closed -$4.63K – 1051
2024
Q3 		$4.63K Buy
+16
New +$4.46K ﹤0.01% 696
2022
Q1 		– Sell
-4
Closed -$2K – 468
2021
Q4 		$2K Hold
4
– – ﹤0.01% 557
2021
Q3 		$2K Buy
+4
New +$2.72K ﹤0.01% 549

Other funds holding SAM

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truvestments Capital's SAM Position: Q4 2024 in Review

Truvestments Capital sold out of Boston Beer (SAM) in Q4 2024, closing a stake of 16 shares — an estimated $4.63K sold.

Truvestments Capital first reported a position in SAM in Q3 2021 and held it in 3 quarters. The position peaked at $4.63K in Q3 2024. 345 funds tracked by Wall St. Rank hold SAM as of Q4 2024.

  • Truvestments Capital reported no remaining Boston Beer position as of Q4 2024 after selling out during the quarter.
  • Truvestments Capital sold 16 Boston Beer shares in Q4 2024, an estimated $4.63K.
  • Truvestments Capital first reported a position in Boston Beer in Q3 2021 and held it in 3 quarters.
  • Truvestments Capital's Boston Beer position peaked at $4.63K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held Boston Beer as of Q4 2024.

Based on Truvestments Capital's 13F filing for Q4 2024, filed 10 Feb 2025.