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USS Investment Management’s Boston Beer SAM Stock Holding History

USS 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
2022
Q1 		– Sell
-2,009
Closed -$1.01M – 726
2021
Q4 		$1.01M Hold
2,009
– – 0.01% 684
2021
Q3 		$1.02M Buy
+2,009
New +$1.37M 0.01% 689

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

USS Investment Management's SAM Position: Q1 2022 in Review

USS Investment Management sold out of Boston Beer (SAM) in Q1 2022, closing a stake of 2,009 shares — an estimated $1.01M sold.

USS Investment Management first reported a position in SAM in Q3 2021 and held it in 2 quarters. The position peaked at $1.02M in Q3 2021. 325 funds tracked by Wall St. Rank hold SAM as of Q1 2022.

  • USS Investment Management reported no remaining Boston Beer position as of Q1 2022 after selling out during the quarter.
  • USS Investment Management sold 2,009 Boston Beer shares in Q1 2022, an estimated $1.01M.
  • USS Investment Management first reported a position in Boston Beer in Q3 2021 and held it in 2 quarters.
  • USS Investment Management's Boston Beer position peaked at $1.02M in Q3 2021.
  • 325 funds tracked by Wall St. Rank held Boston Beer as of Q1 2022.

Based on USS Investment Management's 13F filing for Q1 2022, filed 13 May 2022.