AlphaSimPlex Group’s Constellation Brands STZ Stock Holding History

AlphaSimPlex Group’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
2018 Q3	–	Sell	-10,696	Closed	-$2.34M	–	92
2018 Q2	$2.34M	Buy	10,696 +1,902	+22%	+$430K	1.17%	5
2018 Q1	$2M	Buy	+8,794	New	+$1.94M	1.17%	7

Other funds holding STZ

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

KCM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

AlphaSimPlex Group's STZ Position: Q3 2018 in Review

AlphaSimPlex Group sold out of Constellation Brands (STZ) in Q3 2018, closing a stake of 10,696 shares — an estimated $2.34M sold.

AlphaSimPlex Group first reported a position in STZ in Q1 2018 and held it in 2 quarters. The position peaked at $2.34M in Q2 2018. 935 funds tracked by Wall St. Rank hold STZ as of Q3 2018.

AlphaSimPlex Group reported no remaining Constellation Brands position as of Q3 2018 after selling out during the quarter.
AlphaSimPlex Group sold 10,696 Constellation Brands shares in Q3 2018, an estimated $2.34M.
AlphaSimPlex Group first reported a position in Constellation Brands in Q1 2018 and held it in 2 quarters.
AlphaSimPlex Group's Constellation Brands position peaked at $2.34M in Q2 2018.
935 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2018.

Based on AlphaSimPlex Group's 13F filing for Q3 2018, filed 14 Nov 2018.