EFG Asset Management (Americas)’s Constellation Brands STZ Stock Holding History

EFG Asset Management (Americas)’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 Q4	–	Sell	-24,062	Closed	-$4.99M	–	125
2019 Q3	$4.99M	Buy	24,062 +4,740	+25%	+$952K	1.5%	23
2019 Q2	$3.81M	Buy	19,322 +9,980	+107%	+$1.95M	1.08%	36
2019 Q1	$1.64M	Buy	9,342 +247	+3%	+$41.6K	0.5%	69
2018 Q4	$1.46M	Buy	9,095 +243	+3%	+$48.3K	0.53%	68
2018 Q3	$1.91M	Buy	8,852 +183	+2%	+$38.9K	0.55%	66
2018 Q2	$1.9M	Buy	8,669 +1,625	+23%	+$367K	0.57%	58
2018 Q1	$1.6M	Sell	7,044 -755	-10%	-$166K	0.67%	40
2017 Q4	$1.78M	Buy	7,799 +1,059	+16%	+$229K	0.64%	43
2017 Q3	$1.34M	Buy	+6,740	New	+$1.33M	0.51%	52

Other funds holding STZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

EFG Asset Management (Americas)'s STZ Position: Q4 2019 in Review

EFG Asset Management (Americas) sold out of Constellation Brands (STZ) in Q4 2019, closing a stake of 24,062 shares — an estimated $4.99M sold.

EFG Asset Management (Americas) first reported a position in STZ in Q3 2017 and held it in 9 quarters. The position peaked at $4.99M in Q3 2019. 1,053 funds tracked by Wall St. Rank hold STZ as of Q4 2019.

EFG Asset Management (Americas) reported no remaining Constellation Brands position as of Q4 2019 after selling out during the quarter.
EFG Asset Management (Americas) sold 24,062 Constellation Brands shares in Q4 2019, an estimated $4.99M.
EFG Asset Management (Americas) first reported a position in Constellation Brands in Q3 2017 and held it in 9 quarters.
EFG Asset Management (Americas)'s Constellation Brands position peaked at $4.99M in Q3 2019.
1,053 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2019.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2019, filed 28 Jan 2020.