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Goelzer Investment Management’s Constellation Brands STZ Stock Holding History

Goelzer Investment 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
2019
Q1 		– Sell
-10,503
Closed -$1.69M – 270
2018
Q4 		$1.69M Sell
10,503
-469
-4% -$93.2K 0.22% 137
2018
Q3 		$2.37M Sell
10,972
-397
-3% -$84.4K 0.26% 124
2018
Q2 		$2.49M Sell
11,369
-400
-3% -$90.3K 0.29% 119
2018
Q1 		$2.68M Sell
11,769
-371
-3% -$81.7K 0.32% 111
2017
Q4 		$2.77M Buy
12,140
+690
+6% +$149K 0.31% 115
2017
Q3 		$2.28M Sell
11,450
-146
-1% -$28.9K 0.27% 124
2017
Q2 		$2.25M Buy
+11,596
New +$2.06M 0.28% 119

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Goelzer Investment Management's STZ Position: Q1 2019 in Review

Goelzer Investment Management sold out of Constellation Brands (STZ) in Q1 2019, closing a stake of 10,503 shares — an estimated $1.69M sold.

Goelzer Investment Management first reported a position in STZ in Q2 2017 and held it in 7 quarters. The position peaked at $2.77M in Q4 2017. 1,002 funds tracked by Wall St. Rank hold STZ as of Q1 2019.

  • Goelzer Investment Management reported no remaining Constellation Brands position as of Q1 2019 after selling out during the quarter.
  • Goelzer Investment Management sold 10,503 Constellation Brands shares in Q1 2019, an estimated $1.69M.
  • Goelzer Investment Management first reported a position in Constellation Brands in Q2 2017 and held it in 7 quarters.
  • Goelzer Investment Management's Constellation Brands position peaked at $2.77M in Q4 2017.
  • 1,002 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2019.

Based on Goelzer Investment Management's 13F filing for Q1 2019, filed 3 May 2019.