Winslow Evans & Crocker’s Boston Beer SAM Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$17K	Hold	17	–	–	﹤0.01%	832
2020 Q3	$15K	Hold	17	–	–	﹤0.01%	672
2020 Q2	$9K	Buy	+17	New	+$8.23K	﹤0.01%	769

Other funds holding SAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Winslow Evans & Crocker's SAM Position: Q4 2020 in Review

Winslow Evans & Crocker held its Boston Beer (SAM) position steady in Q4 2020 at 17 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Winslow Evans & Crocker first reported a position in SAM in Q2 2020 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold SAM as of Q4 2020.

Winslow Evans & Crocker held 17 shares of Boston Beer worth $17K as of Q4 2020.
Winslow Evans & Crocker left its Boston Beer share count unchanged in Q4 2020.
Boston Beer made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #832 holding.
Winslow Evans & Crocker first reported a position in Boston Beer in Q2 2020 and has held it in 3 quarters since.
399 funds tracked by Wall St. Rank held Boston Beer as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.