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Credo Capital Management’s Constellation Brands STZ Stock Holding History

Credo Capital 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
2013
Q4 		$392K Sell
5,564
-15,436
-74% -$1.03M 1.69% 14
2013
Q3 		$1.21M Sell
21,000
-24,969
-54% -$1.36M 2.07% 4
2013
Q2 		$2.4M Buy
+45,969
New +$2.32M 1.85% 21

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
SCM
Scout Capital Management New York $6.08B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Credo Capital Management's STZ Position: Q4 2013 in Review

Credo Capital Management reduced its Constellation Brands (STZ) stake by 74% in Q4 2013, selling an estimated $1.03M and leaving 5,564 shares worth $392K. The position accounts for 1.69% of the portfolio, ranked #14.

Credo Capital Management first reported a position in STZ in Q2 2013 and has held it in 3 quarters since. The position peaked at $2.4M in Q2 2013. 464 funds tracked by Wall St. Rank hold STZ as of Q4 2013.

  • Credo Capital Management held 5,564 shares of Constellation Brands worth $392K as of Q4 2013.
  • Credo Capital Management sold 15,436 Constellation Brands shares in Q4 2013, an estimated $1.03M.
  • Constellation Brands made up 1.69% of Credo Capital Management's portfolio in Q4 2013, its #14 holding.
  • Credo Capital Management first reported a position in Constellation Brands in Q2 2013 and has held it in 3 quarters since.
  • Credo Capital Management's Constellation Brands position peaked at $2.4M in Q2 2013.
  • 464 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.