Capital Guardian Trust’s Constellation Brands STZ Stock Holding History

Capital Guardian Trust’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
2018 Q4	–	Sell	-804	Closed	-$173K	–	443
2018 Q3	$173K	Buy	+804	New	+$171K	﹤0.01%	241
2017 Q1	–	Sell	-125	Closed	-$19K	–	693
2016 Q4	$19K	Hold	125	–	–	﹤0.01%	524
2016 Q3	$21K	Buy	+125	New	+$20.6K	﹤0.01%	505
2015 Q4	–	Sell	-190	Closed	-$24K	–	737
2015 Q3	$24K	Hold	190	–	–	﹤0.01%	494
2015 Q2	$22K	Hold	190	–	–	﹤0.01%	493
2015 Q1	$22K	Buy	+190	New	+$21.4K	﹤0.01%	510

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Capital Guardian Trust's STZ Position: Q4 2018 in Review

Capital Guardian Trust sold out of Constellation Brands (STZ) in Q4 2018, closing a stake of 804 shares — an estimated $173K sold.

Capital Guardian Trust first reported a position in STZ in Q1 2015 and held it in 6 quarters. The position peaked at $173K in Q3 2018. 950 funds tracked by Wall St. Rank hold STZ as of Q4 2018.

Capital Guardian Trust reported no remaining Constellation Brands position as of Q4 2018 after selling out during the quarter.
Capital Guardian Trust sold 804 Constellation Brands shares in Q4 2018, an estimated $173K.
Capital Guardian Trust first reported a position in Constellation Brands in Q1 2015 and held it in 6 quarters.
Capital Guardian Trust's Constellation Brands position peaked at $173K in Q3 2018.
950 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.