Elmwood Wealth Management’s Constellation Brands STZ Stock Holding History

Elmwood Wealth 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 Q2	–	Sell	-50	Closed	-$11.5K	–	334
2020 Q1	$11.5K	Buy	+50	New	+$8.82K	0.01%	183
2019 Q4	–	Sell	-71	Closed	-$15K	–	224
2019 Q3	$15K	Hold	71	–	–	0.02%	159
2019 Q2	$14K	Hold	71	–	–	0.01%	174
2019 Q1	$13K	Hold	71	–	–	0.01%	175
2018 Q4	$11K	Hold	71	–	–	0.01%	184
2018 Q3	$15.3K	Buy	71 +1	+1%	+$213	0.01%	185
2018 Q2	$15.5K	Buy	70 +20	+40%	+$4.52K	0.01%	179
2018 Q1	$11.5K	Buy	+50	New	+$11K	0.01%	183

Other funds holding STZ

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

KCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elmwood Wealth Management's STZ Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Constellation Brands (STZ) in Q2 2020, closing a stake of 50 shares — an estimated $11.5K sold.

Elmwood Wealth Management first reported a position in STZ in Q1 2018 and held it in 8 quarters. The position peaked at $15.5K in Q2 2018. 1,026 funds tracked by Wall St. Rank hold STZ as of Q2 2020.

Elmwood Wealth Management reported no remaining Constellation Brands position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 50 Constellation Brands shares in Q2 2020, an estimated $11.5K.
Elmwood Wealth Management first reported a position in Constellation Brands in Q1 2018 and held it in 8 quarters.
Elmwood Wealth Management's Constellation Brands position peaked at $15.5K in Q2 2018.
1,026 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.