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D'Orazio & Associates’s Constellation Brands STZ Stock Holding History

D'Orazio & Associates’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
Q1 		– Sell
-19
Closed -$4K – 358
2019
Q4 		$4K Hold
19
– – ﹤0.01% 292
2019
Q3 		$4K Buy
+19
New +$3.81K ﹤0.01% 291

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

D'Orazio & Associates's STZ Position: Q1 2020 in Review

D'Orazio & Associates sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 19 shares — an estimated $4K sold.

D'Orazio & Associates first reported a position in STZ in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 959 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

  • D'Orazio & Associates reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
  • D'Orazio & Associates sold 19 Constellation Brands shares in Q1 2020, an estimated $4K.
  • D'Orazio & Associates first reported a position in Constellation Brands in Q3 2019 and held it in 2 quarters.
  • D'Orazio & Associates's Constellation Brands position peaked at $4K in Q4 2019.
  • 959 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on D'Orazio & Associates's 13F filing for Q1 2020, filed 28 Apr 2020.