Boston Financial Management’s Constellation Brands STZ Stock Holding History

Boston Financial Management’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 Q3	–	Sell	-600	Closed	-$105K	–	267
2020 Q2	$105K	Buy	+600	New	+$99.9K	0.01%	273
2018 Q2	–	Sell	-985	Closed	-$225K	–	273
2018 Q1	$225K	Hold	985	–	–	0.02%	248
2017 Q4	$225K	Buy	+985	New	+$213K	0.02%	250
2017 Q3	–	Sell	-1,085	Closed	-$210K	–	271
2017 Q2	$210K	Buy	+1,085	New	+$193K	0.02%	256
2015 Q2	–	Sell	-2,150	Closed	-$250K	–	205
2015 Q1	$250K	Hold	2,150	–	–	0.03%	192
2014 Q4	$211K	Buy	+2,150	New	+$197K	0.03%	197

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Boston Financial Management's STZ Position: Q3 2020 in Review

Boston Financial Management sold out of Constellation Brands (STZ) in Q3 2020, closing a stake of 600 shares — an estimated $105K sold.

Boston Financial Management first reported a position in STZ in Q4 2014 and held it in 6 quarters. The position peaked at $250K in Q1 2015. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

Boston Financial Management reported no remaining Constellation Brands position as of Q3 2020 after selling out during the quarter.
Boston Financial Management sold 600 Constellation Brands shares in Q3 2020, an estimated $105K.
Boston Financial Management first reported a position in Constellation Brands in Q4 2014 and held it in 6 quarters.
Boston Financial Management's Constellation Brands position peaked at $250K in Q1 2015.
1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on Boston Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.