FDO Partners’s Constellation Brands STZ Stock Holding History

FDO 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
2017 Q3	–	Sell	-2,704	Closed	-$524K	–	304
2017 Q2	$524K	Buy	+2,704	New	+$481K	0.11%	210
2017 Q1	–	Sell	-15,504	Closed	-$2.38M	–	278
2016 Q4	$2.38M	Buy	15,504 +12,281	+381%	+$1.95M	0.96%	24
2016 Q3	$537K	Sell	3,223 -645	-17%	-$106K	0.23%	151
2016 Q2	$640K	Buy	+3,868	New	+$606K	0.35%	122

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FDO Partners's STZ Position: Q3 2017 in Review

FDO Partners sold out of Constellation Brands (STZ) in Q3 2017, closing a stake of 2,704 shares — an estimated $524K sold.

FDO Partners first reported a position in STZ in Q2 2016 and held it in 4 quarters. The position peaked at $2.38M in Q4 2016. 794 funds tracked by Wall St. Rank hold STZ as of Q3 2017.

FDO Partners reported no remaining Constellation Brands position as of Q3 2017 after selling out during the quarter.
FDO Partners sold 2,704 Constellation Brands shares in Q3 2017, an estimated $524K.
FDO Partners first reported a position in Constellation Brands in Q2 2016 and held it in 4 quarters.
FDO Partners's Constellation Brands position peaked at $2.38M in Q4 2016.
794 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2017.

Based on FDO Partners's 13F filing for Q3 2017, filed 13 Nov 2017.