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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Axiom Investors's STZ Position: Q2 2018 in Review

Axiom Investors sold out of Constellation Brands (STZ) in Q2 2018, closing a stake of 128,560 shares — an estimated $29.3M sold.

Axiom Investors first reported a position in STZ in Q3 2014 and held it in 10 quarters. The position peaked at $69.7M in Q4 2014. 964 funds tracked by Wall St. Rank hold STZ as of Q2 2018.

  • Axiom Investors reported no remaining Constellation Brands position as of Q2 2018 after selling out during the quarter.
  • Axiom Investors sold 128,560 Constellation Brands shares in Q2 2018, an estimated $29.3M.
  • Axiom Investors first reported a position in Constellation Brands in Q3 2014 and held it in 10 quarters.
  • Axiom Investors's Constellation Brands position peaked at $69.7M in Q4 2014.
  • 964 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2018.

Based on Axiom Investors's 13F filing for Q2 2018, filed 13 Aug 2018.