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Axiom Investors’s Constellation Brands STZ Stock Holding History

Axiom Investors’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
Q2 		– Sell
-128,560
Closed -$29.3M – 158
2018
Q1 		$29.3M Buy
128,560
+8,840
+7% +$1.95M 0.72% 42
2017
Q4 		$27.4M Buy
+119,720
New +$25.9M 0.69% 44
2016
Q3 		– Sell
-110,570
Closed -$18.3M – 159
2016
Q2 		$18.3M Sell
110,570
-174,320
-61% -$27.3M 0.53% 48
2016
Q1 		$43M Buy
284,890
+37,550
+15% +$5.42M 1.34% 31
2015
Q4 		$35.2M Sell
247,340
-233,399
-49% -$32.1M 1.14% 34
2015
Q3 		$60.2M Sell
480,739
-8,051
-2% -$993K 1.9% 17
2015
Q2 		$56.7M Sell
488,790
-61,728
-11% -$7.29M 1.63% 20
2015
Q1 		$64M Sell
550,518
-158,992
-22% -$17.9M 1.73% 20
2014
Q4 		$69.7M Buy
709,510
+230,330
+48% +$21.1M 1.72% 17
2014
Q3 		$41.8M Buy
+479,180
New +$41.7M 1.04% 41

Other funds holding STZ

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return