Brightworth’s Constellation Brands STZ Stock Holding History

Brightworth’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 Q1	–	Sell	-1,083	Closed	-$205K	–	91
2019 Q4	$205K	Buy	1,083 +21	+2%	+$3.97K	0.04%	92
2019 Q3	$220K	Hold	1,062	–	–	0.05%	86
2019 Q2	$209K	Buy	+1,062	New	+$207K	0.04%	86
2018 Q2	–	Sell	-1,624	Closed	-$370K	–	126
2018 Q1	$370K	Hold	1,624	–	–	0.09%	82
2017 Q4	$371K	Hold	1,624	–	–	0.08%	82
2017 Q3	$324K	Buy	+1,624	New	+$321K	0.08%	91

Other funds holding STZ

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Brightworth's STZ Position: Q1 2020 in Review

Brightworth sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 1,083 shares — an estimated $205K sold.

Brightworth first reported a position in STZ in Q3 2017 and held it in 6 quarters. The position peaked at $371K in Q4 2017. 959 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

Brightworth reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
Brightworth sold 1,083 Constellation Brands shares in Q1 2020, an estimated $205K.
Brightworth first reported a position in Constellation Brands in Q3 2017 and held it in 6 quarters.
Brightworth's Constellation Brands position peaked at $371K in Q4 2017.
959 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on Brightworth's 13F filing for Q1 2020, filed 24 Apr 2020.