Crystal Rock Capital Management’s Constellation Brands STZ Stock Holding History

Crystal Rock 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
2020 Q3	–	Sell	-10,425	Closed	-$1.82M	–	36
2020 Q2	$1.82M	Hold	10,425	–	–	1.26%	29
2020 Q1	$1.5M	Sell	10,425 -1,750	-14%	-$309K	1.32%	25
2019 Q4	$2.31M	Hold	12,175	–	–	1.51%	24
2019 Q3	$2.52M	Hold	12,175	–	–	1.85%	20
2019 Q2	$2.4M	Buy	12,175 +1,500	+14%	+$293K	1.77%	21
2019 Q1	$1.87M	Buy	10,675 +4,675	+78%	+$787K	1.38%	24
2018 Q4	$965K	Buy	6,000 +550	+10%	+$109K	0.87%	30
2018 Q3	$1.18M	Hold	5,450	–	–	0.81%	29
2018 Q2	$1.19M	Buy	5,450 +2,950	+118%	+$666K	0.85%	30
2018 Q1	$570K	Buy	+2,500	New	+$551K	0.4%	31

Other funds holding STZ

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Crystal Rock Capital Management's STZ Position: Q3 2020 in Review

Crystal Rock Capital Management sold out of Constellation Brands (STZ) in Q3 2020, closing a stake of 10,425 shares — an estimated $1.82M sold.

Crystal Rock Capital Management first reported a position in STZ in Q1 2018 and held it in 10 quarters. The position peaked at $2.52M in Q3 2019. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

Crystal Rock Capital Management reported no remaining Constellation Brands position as of Q3 2020 after selling out during the quarter.
Crystal Rock Capital Management sold 10,425 Constellation Brands shares in Q3 2020, an estimated $1.82M.
Crystal Rock Capital Management first reported a position in Constellation Brands in Q1 2018 and held it in 10 quarters.
Crystal Rock Capital Management's Constellation Brands position peaked at $2.52M in Q3 2019.
1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on Crystal Rock Capital Management's 13F filing for Q3 2020, filed 6 Nov 2020.