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Chesley Taft & Associates’s Constellation Brands STZ Stock Holding History

Chesley Taft & Associates’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
-5,315
Closed -$1.15M – 279
2018
Q3 		$1.15M Sell
5,315
-70
-1% -$14.9K 0.09% 160
2018
Q2 		$1.18M Buy
+5,385
New +$1.22M 0.1% 155

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
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

Chesley Taft & Associates's STZ Position: Q4 2018 in Review

Chesley Taft & Associates sold out of Constellation Brands (STZ) in Q4 2018, closing a stake of 5,315 shares — an estimated $1.15M sold.

Chesley Taft & Associates first reported a position in STZ in Q2 2018 and held it in 2 quarters. The position peaked at $1.18M in Q2 2018. 950 funds tracked by Wall St. Rank hold STZ as of Q4 2018.

  • Chesley Taft & Associates reported no remaining Constellation Brands position as of Q4 2018 after selling out during the quarter.
  • Chesley Taft & Associates sold 5,315 Constellation Brands shares in Q4 2018, an estimated $1.15M.
  • Chesley Taft & Associates first reported a position in Constellation Brands in Q2 2018 and held it in 2 quarters.
  • Chesley Taft & Associates's Constellation Brands position peaked at $1.18M in Q2 2018.
  • 950 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2018.

Based on Chesley Taft & Associates's 13F filing for Q4 2018, filed 7 Jan 2019.