Columbia Partners Investment Management’s Constellation Brands STZ Stock Holding History

Columbia Partners Investment 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
2018 Q4	$1.4M	Sell	8,698 -5,762	-40%	-$1.14M	0.54%	60
2018 Q3	$3.12M	Buy	+14,460	New	+$3.07M	0.8%	33
2017 Q1	–	Sell	-29,550	Closed	-$4.53M	–	292
2016 Q4	$4.53M	Sell	29,550 -20,387	-41%	-$3.24M	0.4%	90
2016 Q3	$8.31M	Sell	49,937 -2,202	-4%	-$363K	0.65%	40
2016 Q2	$8.62M	Sell	52,139 -13,446	-21%	-$2.11M	0.64%	38
2016 Q1	$9.91M	Buy	65,585 +257	+0.4%	+$37.1K	0.71%	33
2015 Q4	$9.3M	Buy	65,328 +298	+0.5%	+$41K	0.64%	46
2015 Q3	$8.14M	Buy	+65,030	New	+$8.02M	0.57%	62

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Columbia Partners Investment Management's STZ Position: Q4 2018 in Review

Columbia Partners Investment Management reduced its Constellation Brands (STZ) stake by 40% in Q4 2018, selling an estimated $1.14M and leaving 8,698 shares worth $1.4M. The position accounts for 0.54% of the portfolio, ranked #60.

Columbia Partners Investment Management first reported a position in STZ in Q3 2015 and has held it in 8 quarters since. The position peaked at $9.91M in Q1 2016. 951 funds tracked by Wall St. Rank hold STZ as of Q4 2018.

Columbia Partners Investment Management held 8,698 shares of Constellation Brands worth $1.4M as of Q4 2018.
Columbia Partners Investment Management sold 5,762 Constellation Brands shares in Q4 2018, an estimated $1.14M.
Constellation Brands made up 0.54% of Columbia Partners Investment Management's portfolio in Q4 2018, its #60 holding.
Columbia Partners Investment Management first reported a position in Constellation Brands in Q3 2015 and has held it in 8 quarters since.
Columbia Partners Investment Management's Constellation Brands position peaked at $9.91M in Q1 2016.
951 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.