Gerstein Fisher’s Constellation Brands STZ Stock Holding History

Gerstein Fisher’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
2016 Q3	$4.55M	Buy	27,341 +92	+0.3%	+$15.2K	0.56%	28
2016 Q2	$4.51M	Buy	27,249 +225	+0.8%	+$35.2K	0.59%	28
2016 Q1	$4.08M	Buy	27,024 +151	+0.6%	+$21.8K	0.56%	30
2015 Q4	$3.83M	Sell	26,873 -42	-0.2%	-$5.78K	0.53%	29
2015 Q3	$3.37M	Sell	26,915 -112	-0.4%	-$13.8K	0.5%	29
2015 Q2	$3.14M	Buy	27,027 +839	+3%	+$99.1K	0.51%	31
2015 Q1	$3.04M	Buy	26,188 +110	+0.4%	+$12.4K	0.5%	32
2014 Q4	$2.54M	Buy	26,078 +103	+0.4%	+$9.43K	0.41%	47
2014 Q3	$2.26M	Buy	25,975 +6,380	+33%	+$555K	0.4%	42
2014 Q2	$1.73M	Buy	19,595 +90	+0.5%	+$7.43K	0.33%	55
2014 Q1	$1.66M	Buy	19,505 +13,667	+234%	+$1.09M	0.33%	56
2013 Q4	$1.89M	Buy	+5,838	New	+$390K	0.07%	220

Other funds holding STZ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LPC

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Gerstein Fisher's STZ Position: Q3 2016 in Review

Gerstein Fisher increased its Constellation Brands (STZ) stake by 0.34% in Q3 2016, buying an estimated $15.2K and bringing the position to 27,341 shares worth $4.55M. The position accounts for 0.56% of the portfolio, ranked #28.

Gerstein Fisher first reported a position in STZ in Q4 2013 and has held it in 12 quarters since. 714 funds tracked by Wall St. Rank hold STZ as of Q3 2016.

Gerstein Fisher held 27,341 shares of Constellation Brands worth $4.55M as of Q3 2016.
Gerstein Fisher bought 92 Constellation Brands shares in Q3 2016, an estimated $15.2K.
Constellation Brands made up 0.56% of Gerstein Fisher's portfolio in Q3 2016, its #28 holding.
Gerstein Fisher first reported a position in Constellation Brands in Q4 2013 and has held it in 12 quarters since.
714 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.