Bridges Investment Management’s Constellation Brands STZ Stock Holding History

Bridges Investment 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
2019 Q4	–	Sell	-2,022	Closed	-$419K	–	377
2019 Q3	$419K	Hold	2,022	–	–	0.02%	315
2019 Q2	$398K	Sell	2,022 -1,421	-41%	-$277K	0.02%	327
2019 Q1	$603K	Sell	3,443 -31,983	-90%	-$5.39M	0.02%	243
2018 Q4	$5.7M	Buy	35,426 +18,088	+104%	+$3.59M	0.27%	80
2018 Q3	$3.74M	Buy	17,338 +6,698	+63%	+$1.42M	0.18%	100
2018 Q2	$2.33M	Buy	10,640 +1,955	+23%	+$442K	0.1%	123
2018 Q1	$1.98M	Buy	+8,685	New	+$1.91M	0.09%	126

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Bridges Investment Management's STZ Position: Q4 2019 in Review

Bridges Investment Management sold out of Constellation Brands (STZ) in Q4 2019, closing a stake of 2,022 shares — an estimated $419K sold.

Bridges Investment Management first reported a position in STZ in Q1 2018 and held it in 7 quarters. The position peaked at $5.7M in Q4 2018. 1,054 funds tracked by Wall St. Rank hold STZ as of Q4 2019.

Bridges Investment Management reported no remaining Constellation Brands position as of Q4 2019 after selling out during the quarter.
Bridges Investment Management sold 2,022 Constellation Brands shares in Q4 2019, an estimated $419K.
Bridges Investment Management first reported a position in Constellation Brands in Q1 2018 and held it in 7 quarters.
Bridges Investment Management's Constellation Brands position peaked at $5.7M in Q4 2018.
1,054 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2019.

Based on Bridges Investment Management's 13F filing for Q4 2019, filed 18 Feb 2020.