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Cerity Partners OCIO’s Constellation Brands STZ Stock Holding History

Cerity Partners OCIO’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
Q2 		– Sell
-1,800
Closed -$316K – 333
2019
Q1 		$316K Buy
+1,800
New +$303K 0.02% 244

Other funds holding STZ

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners OCIO's STZ Position: Q2 2019 in Review

Cerity Partners OCIO sold out of Constellation Brands (STZ) in Q2 2019, closing a stake of 1,800 shares — an estimated $316K sold.

Cerity Partners OCIO first reported a position in STZ in Q1 2019 and held it in 1 quarter. The position peaked at $316K in Q1 2019. 1,019 funds tracked by Wall St. Rank hold STZ as of Q2 2019.

  • Cerity Partners OCIO reported no remaining Constellation Brands position as of Q2 2019 after selling out during the quarter.
  • Cerity Partners OCIO sold 1,800 Constellation Brands shares in Q2 2019, an estimated $316K.
  • Cerity Partners OCIO first reported a position in Constellation Brands in Q1 2019 and held it in 1 quarter.
  • Cerity Partners OCIO's Constellation Brands position peaked at $316K in Q1 2019.
  • 1,019 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2019.

Based on Cerity Partners OCIO's 13F filing for Q2 2019, filed 13 Aug 2019.