BIG
STZ icon

Bellwether Investment Group’s Constellation Brands STZ Stock Holding History

Bellwether Investment 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
2017
Q2 		– Sell
-24
Closed -$4K – 539
2017
Q1 		$4K Buy
+24
New +$3.74K 0.01% 663

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Bellwether Investment Group's STZ Position: Q2 2017 in Review

Bellwether Investment Group sold out of Constellation Brands (STZ) in Q2 2017, closing a stake of 24 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in STZ in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 771 funds tracked by Wall St. Rank hold STZ as of Q2 2017.

  • Bellwether Investment Group reported no remaining Constellation Brands position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 24 Constellation Brands shares in Q2 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in Constellation Brands in Q1 2017 and held it in 1 quarter.
  • Bellwether Investment Group's Constellation Brands position peaked at $4K in Q1 2017.
  • 771 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.