David Goel’s Constellation Brands STZ Stock Holding History

David Goel’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
2019 Q3	–	Sell	-565,500	Closed	-$111M	–	26
2019 Q2	$111M	Hold	565,500	–	–	2.06%	18
2019 Q1	$99.1M	Hold	565,500	–	–	2.64%	15
2018 Q4	$90.9M	Hold	565,500	–	–	3.01%	14
2018 Q3	$122M	Buy	565,500 +3,300	+0.6%	+$702K	3.01%	14
2018 Q2	$123M	Hold	562,200	–	–	3.5%	12
2018 Q1	$128M	Hold	562,200	–	–	4.46%	9
2017 Q4	$129M	Sell	562,200 -200,000	-26%	-$43.2M	4.59%	9
2017 Q3	$152M	Hold	762,200	–	–	4.86%	8
2017 Q2	$148M	Hold	762,200	–	–	5.02%	7
2017 Q1	$124M	Hold	762,200	–	–	5.12%	8
2016 Q4	$117M	Buy	762,200 +127,200	+20%	+$20.2M	5.72%	8
2016 Q3	$106M	Hold	635,000	–	–	4.44%	9
2016 Q2	$105M	Hold	635,000	–	–	4.71%	8
2016 Q1	$95.9M	Hold	635,000	–	–	4.67%	8
2015 Q4	$90.4M	Hold	635,000	–	–	4.07%	12
2015 Q3	$79.5M	Hold	635,000	–	–	3.69%	12
2015 Q2	$73.7M	Hold	635,000	–	–	3.28%	13
2015 Q1	$73.8M	Hold	635,000	–	–	3.79%	11
2014 Q4	$62.3M	Hold	635,000	–	–	3.3%	12
2014 Q3	$55.3M	Hold	635,000	–	–	2.97%	15
2014 Q2	$56M	Hold	635,000	–	–	3.07%	14
2014 Q1	$54M	Buy	635,000 +497,400	+361%	+$39.6M	3.6%	11
2013 Q4	$9.68M	Buy	+137,600	New	+$9.2M	0.69%	19

Other funds holding STZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

David Goel's STZ Position: Q3 2019 in Review

David Goel sold out of Constellation Brands (STZ) in Q3 2019, closing a stake of 565,500 shares — an estimated $111M sold.

David Goel first reported a position in STZ in Q4 2013 and held it in 23 quarters. The position peaked at $152M in Q3 2017. 1,028 funds tracked by Wall St. Rank hold STZ as of Q3 2019.

David Goel reported no remaining Constellation Brands position as of Q3 2019 after selling out during the quarter.
David Goel sold 565,500 Constellation Brands shares in Q3 2019, an estimated $111M.
David Goel first reported a position in Constellation Brands in Q4 2013 and held it in 23 quarters.
David Goel's Constellation Brands position peaked at $152M in Q3 2017.
1,028 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2019.

Based on Matrix Capital Management Company's 13F filing for Q3 2019, filed 14 Nov 2019.