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AHL Partners’s Constellation Brands STZ Stock Holding History

AHL Partners’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
2017
Q4 		$1.87M Sell
8,167
-2,452
-23% -$530K 0.03% 729
2017
Q3 		$2.12M Sell
10,619
-5,032
-32% -$996K 0.04% 655
2017
Q2 		$3.03M Buy
+15,651
New +$2.79M 0.06% 515
2016
Q2 		– Sell
-1,997
Closed -$301K – 882
2016
Q1 		$301K Buy
+1,997
New +$288K 0.02% 672

Other funds holding STZ

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AHL Partners's STZ Position: Q4 2017 in Review

AHL Partners reduced its Constellation Brands (STZ) stake by 23% in Q4 2017, selling an estimated $530K and leaving 8,167 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #729.

AHL Partners first reported a position in STZ in Q1 2016 and has held it in 4 quarters since. The position peaked at $3.03M in Q2 2017. 885 funds tracked by Wall St. Rank hold STZ as of Q4 2017.

  • AHL Partners held 8,167 shares of Constellation Brands worth $1.87M as of Q4 2017.
  • AHL Partners sold 2,452 Constellation Brands shares in Q4 2017, an estimated $530K.
  • Constellation Brands made up 0.03% of AHL Partners's portfolio in Q4 2017, its #729 holding.
  • AHL Partners first reported a position in Constellation Brands in Q1 2016 and has held it in 4 quarters since.
  • AHL Partners's Constellation Brands position peaked at $3.03M in Q2 2017.
  • 885 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.