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Endex Capital Management’s Constellation Brands STZ Stock Holding History

Endex Capital 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
2013
Q4 		$101K Hold
1,442
– – 0.09% 236
2013
Q3 		$83K Hold
1,442
– – 0.09% 248
2013
Q2 		$75K Buy
+1,442
New +$72.7K 0.08% 252

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
SCM
Scout Capital Management New York $6.08B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Endex Capital Management's STZ Position: Q4 2013 in Review

Endex Capital Management held its Constellation Brands (STZ) position steady in Q4 2013 at 1,442 shares worth $101K. The position accounts for 0.09% of the portfolio, ranked #236.

Endex Capital Management first reported a position in STZ in Q2 2013 and has held it in 3 quarters since. 465 funds tracked by Wall St. Rank hold STZ as of Q4 2013.

  • Endex Capital Management held 1,442 shares of Constellation Brands worth $101K as of Q4 2013.
  • Endex Capital Management left its Constellation Brands share count unchanged in Q4 2013.
  • Constellation Brands made up 0.09% of Endex Capital Management's portfolio in Q4 2013, its #236 holding.
  • Endex Capital Management first reported a position in Constellation Brands in Q2 2013 and has held it in 3 quarters since.
  • 465 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.