Brookmont Capital Management’s Constellation Brands STZ Stock Holding History

Brookmont Capital 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 Q1	–	Sell	-1,528	Closed	-$290K	–	69
2019 Q4	$290K	Sell	1,528 -208	-12%	-$39.3K	0.17%	65
2019 Q3	$360K	Buy	1,736 +228	+15%	+$45.8K	0.21%	62
2019 Q2	$297K	Hold	1,508	–	–	0.18%	63
2019 Q1	$264K	Hold	1,508	–	–	0.16%	64
2018 Q4	$243K	Buy	1,508 +144	+11%	+$28.6K	0.17%	65
2018 Q3	$294K	Hold	1,364	–	–	0.18%	65
2018 Q2	$299K	Sell	1,364 -260	-16%	-$58.7K	0.19%	63
2018 Q1	$370K	Buy	1,624 +26	+2%	+$5.73K	0.24%	51
2017 Q4	$365K	Buy	+1,598	New	+$345K	0.16%	55

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

Brookmont Capital Management's STZ Position: Q1 2020 in Review

Brookmont Capital Management sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 1,528 shares — an estimated $290K sold.

Brookmont Capital Management first reported a position in STZ in Q4 2017 and held it in 9 quarters. The position peaked at $370K in Q1 2018. 959 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

Brookmont Capital Management reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
Brookmont Capital Management sold 1,528 Constellation Brands shares in Q1 2020, an estimated $290K.
Brookmont Capital Management first reported a position in Constellation Brands in Q4 2017 and held it in 9 quarters.
Brookmont Capital Management's Constellation Brands position peaked at $370K in Q1 2018.
959 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on Brookmont Capital Management's 13F filing for Q1 2020, filed 28 Apr 2020.