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Clarfeld Financial Advisors’s Constellation Brands STZ Stock Holding History

Clarfeld Financial Advisors’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 		$5K Buy
+30
New +$5.96K ﹤0.01% 334

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Clarfeld Financial Advisors's STZ Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Constellation Brands (STZ) in Q4 2018: 30 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings.

951 funds tracked by Wall St. Rank hold STZ as of Q4 2018.

  • Clarfeld Financial Advisors held 30 shares of Constellation Brands worth $5K as of Q4 2018.
  • Constellation Brands was a new Clarfeld Financial Advisors position in Q4 2018.
  • Constellation Brands made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #334 holding.
  • 951 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.