Advisory Alpha’s Constellation Brands STZ Stock Holding History

Advisory Alpha’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
2020 Q2	–	Sell	-3	Closed	-$459	–	546
2020 Q1	$459	Hold	3	–	–	﹤0.01%	666
2019 Q4	$565	Sell	3 -9	-75%	-$1.7K	﹤0.01%	715
2019 Q3	$2.3K	Buy	+12	New	+$2.41K	﹤0.01%	634
2019 Q2	–	Sell	-3	Closed	-$606	–	572
2019 Q1	$606	Buy	+3	New	+$505	﹤0.01%	640

Other funds holding STZ

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Alpha's STZ Position: Q2 2020 in Review

Advisory Alpha sold out of Constellation Brands (STZ) in Q2 2020, closing a stake of 3 shares — an estimated $459 sold.

Advisory Alpha first reported a position in STZ in Q1 2019 and held it in 4 quarters. The position peaked at $2.3K in Q3 2019. 1,026 funds tracked by Wall St. Rank hold STZ as of Q2 2020.

Advisory Alpha reported no remaining Constellation Brands position as of Q2 2020 after selling out during the quarter.
Advisory Alpha sold 3 Constellation Brands shares in Q2 2020, an estimated $459.
Advisory Alpha first reported a position in Constellation Brands in Q1 2019 and held it in 4 quarters.
Advisory Alpha's Constellation Brands position peaked at $2.3K in Q3 2019.
1,026 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2020.

Based on Advisory Alpha's 13F filing for Q2 2020, filed 14 Aug 2020.