Catamount Wealth Management’s Constellation Brands STZ Stock Holding History

Catamount Wealth 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 Q1	$18K	Hold	100	–	–	0.01%	117
2018 Q4	$17K	Hold	100	–	–	0.01%	110
2018 Q3	$22K	Hold	100	–	–	0.01%	119
2018 Q2	$21K	Hold	100	–	–	0.01%	116
2018 Q1	$23K	Hold	100	–	–	0.01%	108
2017 Q4	$23K	Hold	100	–	–	0.01%	109
2017 Q3	$20K	Hold	100	–	–	0.01%	117
2017 Q2	$19K	Hold	100	–	–	0.01%	120
2017 Q1	$16K	Hold	100	–	–	0.01%	121
2016 Q4	$15K	Hold	100	–	–	0.01%	110
2016 Q3	$17K	Hold	100	–	–	0.01%	102
2016 Q2	$17K	Hold	100	–	–	0.02%	82
2016 Q1	$15K	Hold	100	–	–	0.02%	89
2015 Q4	$14K	Buy	+100	New	+$13.8K	0.01%	85

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

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

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

KCM

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

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

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

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

JSP

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

Catamount Wealth Management's STZ Position: Q1 2019 in Review

Catamount Wealth Management held its Constellation Brands (STZ) position steady in Q1 2019 at 100 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #117.

Catamount Wealth Management first reported a position in STZ in Q4 2015 and has held it in 14 quarters since. The position peaked at $23K in Q1 2018. 1,002 funds tracked by Wall St. Rank hold STZ as of Q1 2019.

Catamount Wealth Management held 100 shares of Constellation Brands worth $18K as of Q1 2019.
Catamount Wealth Management left its Constellation Brands share count unchanged in Q1 2019.
Constellation Brands made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #117 holding.
Catamount Wealth Management first reported a position in Constellation Brands in Q4 2015 and has held it in 14 quarters since.
Catamount Wealth Management's Constellation Brands position peaked at $23K in Q1 2018.
1,002 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.