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DSM Capital Partners’s Constellation Brands STZ Stock Holding History

DSM Capital Partners’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
2014
Q3 		– Sell
-16,575
Closed -$1.46M – 81
2014
Q2 		$1.46M Hold
16,575
– – 0.03% 45
2014
Q1 		$1.41M Sell
16,575
-16,045
-49% -$1.28M 0.03% 48
2013
Q4 		$2.3M Buy
32,620
+16,315
+100% +$1.09M 0.05% 35
2013
Q3 		$936K Buy
+16,305
New +$888K 0.02% 65

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DSM Capital Partners's STZ Position: Q3 2014 in Review

DSM Capital Partners sold out of Constellation Brands (STZ) in Q3 2014, closing a stake of 16,575 shares — an estimated $1.46M sold.

DSM Capital Partners first reported a position in STZ in Q3 2013 and held it in 4 quarters. The position peaked at $2.3M in Q4 2013. 526 funds tracked by Wall St. Rank hold STZ as of Q3 2014.

  • DSM Capital Partners reported no remaining Constellation Brands position as of Q3 2014 after selling out during the quarter.
  • DSM Capital Partners sold 16,575 Constellation Brands shares in Q3 2014, an estimated $1.46M.
  • DSM Capital Partners first reported a position in Constellation Brands in Q3 2013 and held it in 4 quarters.
  • DSM Capital Partners's Constellation Brands position peaked at $2.3M in Q4 2013.
  • 526 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2014.

Based on DSM Capital Partners's 13F filing for Q3 2014, filed 13 Nov 2014.