AC
STZ icon

Aaron Cowen’s Constellation Brands STZ Stock Holding History

Aaron Cowen’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,038,828
Closed -$167M – 46
2018
Q4 		$167M Sell
1,038,828
-76,390
-7% -$15.2M 9.96% 4
2018
Q3 		$240M Buy
1,115,218
+109,551
+11% +$23.3M 5.53% 10
2018
Q2 		$220M Sell
1,005,667
-301,033
-23% -$68M 5.83% 7
2018
Q1 		$298M Sell
1,306,700
-75,900
-5% -$16.7M 7.51% 6
2017
Q4 		$316M Sell
1,382,600
-396,388
-22% -$85.7M 7.47% 4
2017
Q3 		$355M Buy
1,778,988
+101,490
+6% +$20.1M 10.01% 3
2017
Q2 		$325M Buy
1,677,498
+368,210
+28% +$65.5M 10.07% 3
2017
Q1 		$212M Sell
1,309,288
-210,730
-14% -$32.8M 6.61% 4
2016
Q4 		$233M Buy
1,520,018
+91,500
+6% +$14.5M 6.03% 4
2016
Q3 		$238M Buy
1,428,518
+101,943
+8% +$16.8M 7.63% 5
2016
Q2 		$219M Buy
1,326,575
+7,057
+0.5% +$1.1M 8.35% 4
2016
Q1 		$199M Buy
1,319,518
+396,700
+43% +$57.3M 7.54% 3
2015
Q4 		$131M Buy
922,818
+98,500
+12% +$13.6M 6.47% 4
2015
Q3 		$103M Buy
824,318
+41,300
+5% +$5.09M 10.94% 3
2015
Q2 		$90.8M Buy
783,018
+111,600
+17% +$13.2M 4.3% 10
2015
Q1 		$78M Sell
671,418
-89,482
-12% -$10.1M 4.65% 9
2014
Q4 		$74.7M Buy
+760,900
New +$69.7M 5.32% 7
2014
Q3 		– Sell
-327,000
Closed -$28.8M – 41
2014
Q2 		$28.8M Sell
327,000
-233,400
-42% -$19.3M 2.61% 20
2014
Q1 		$47.6M Buy
560,400
+80,900
+17% +$6.43M 5.67% 5
2013
Q4 		$33.7M Buy
+479,500
New +$32.1M 4.52% 4

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Aaron Cowen's STZ Position: Q1 2019 in Review

Aaron Cowen sold out of Constellation Brands (STZ) in Q1 2019, closing a stake of 1,038,828 shares — an estimated $167M sold.

Aaron Cowen first reported a position in STZ in Q4 2013 and held it in 20 quarters. The position peaked at $355M in Q3 2017. 1,003 funds tracked by Wall St. Rank hold STZ as of Q1 2019.

  • Aaron Cowen reported no remaining Constellation Brands position as of Q1 2019 after selling out during the quarter.
  • Aaron Cowen sold 1,038,828 Constellation Brands shares in Q1 2019, an estimated $167M.
  • Aaron Cowen first reported a position in Constellation Brands in Q4 2013 and held it in 20 quarters.
  • Aaron Cowen's Constellation Brands position peaked at $355M in Q3 2017.
  • 1,003 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2019.

Based on Suvretta Capital Management's 13F filing for Q1 2019, filed 15 May 2019.