FM
STZ icon

Family Management’s Constellation Brands STZ Stock Holding History

Family 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
Q1 		– Sell
-9,634
Closed -$1.83M – 193
2019
Q4 		$1.83M Sell
9,634
-61
-0.6% -$11.5K 0.63% 49
2019
Q3 		$2.01M Sell
9,695
-168
-2% -$33.7K 0.75% 41
2019
Q2 		$1.94M Sell
9,863
-20
-0.2% -$3.9K 0.76% 43
2019
Q1 		$1.73M Buy
9,883
+2,856
+41% +$481K 0.75% 46
2018
Q4 		$1.13M Sell
7,027
-4,045
-37% -$804K 0.47% 54
2018
Q3 		$2.39M Sell
11,072
-411
-4% -$87.4K 1.39% 30
2018
Q2 		$2.51M Buy
11,483
+881
+8% +$199K 1.56% 26
2018
Q1 		$2.42M Buy
+10,602
New +$2.33M 1.82% 25

Other funds holding STZ

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $74.9B 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