Cavalier Investments’s Constellation Brands STZ Stock Holding History

Cavalier Investments’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
2017 Q1	–	Sell	-9,001	Closed	-$1.38M	–	179
2016 Q4	$1.38M	Buy	9,001 +2,300	+34%	+$365K	0.89%	13
2016 Q3	$1.12M	Hold	6,701	–	–	0.68%	34
2016 Q2	$1.11M	Hold	6,701	–	–	0.65%	29
2016 Q1	$1.01M	Buy	6,701 +4,401	+191%	+$636K	0.58%	34
2015 Q4	$328K	Buy	+2,300	New	+$317K	0.2%	82

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

KCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Cavalier Investments's STZ Position: Q1 2017 in Review

Cavalier Investments sold out of Constellation Brands (STZ) in Q1 2017, closing a stake of 9,001 shares — an estimated $1.38M sold.

Cavalier Investments first reported a position in STZ in Q4 2015 and held it in 5 quarters. The position peaked at $1.38M in Q4 2016. 724 funds tracked by Wall St. Rank hold STZ as of Q1 2017.

Cavalier Investments reported no remaining Constellation Brands position as of Q1 2017 after selling out during the quarter.
Cavalier Investments sold 9,001 Constellation Brands shares in Q1 2017, an estimated $1.38M.
Cavalier Investments first reported a position in Constellation Brands in Q4 2015 and held it in 5 quarters.
Cavalier Investments's Constellation Brands position peaked at $1.38M in Q4 2016.
724 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2017.

Based on Cavalier Investments's 13F filing for Q1 2017, filed 15 May 2017.