AIP
STZ icon

ARS Investment Partners’s Constellation Brands STZ Stock Holding History

ARS Investment 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
2020
Q1 		– Sell
-47,932
Closed -$9.1M – 112
2019
Q4 		$9.1M Sell
47,932
-35,680
-43% -$6.74M 1.53% 23
2019
Q3 		$17.3M Sell
83,612
-638
-0.8% -$128K 3.11% 9
2019
Q2 		$16.6M Buy
84,250
+12,173
+17% +$2.38M 2.79% 11
2019
Q1 		$12.6M Sell
72,077
-734
-1% -$124K 2.29% 14
2018
Q4 		$11.7M Buy
+72,811
New +$14.5M 2.48% 15

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ARS Investment Partners's STZ Position: Q1 2020 in Review

ARS Investment Partners sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 47,932 shares — an estimated $9.1M sold.

ARS Investment Partners first reported a position in STZ in Q4 2018 and held it in 5 quarters. The position peaked at $17.3M in Q3 2019. 959 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

  • ARS Investment Partners reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
  • ARS Investment Partners sold 47,932 Constellation Brands shares in Q1 2020, an estimated $9.1M.
  • ARS Investment Partners first reported a position in Constellation Brands in Q4 2018 and held it in 5 quarters.
  • ARS Investment Partners's Constellation Brands position peaked at $17.3M in Q3 2019.
  • 959 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on ARS Investment Partners's 13F filing for Q1 2020, filed 12 May 2020.