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Gould Asset Management’s Constellation Brands STZ Stock Holding History

Gould Asset 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
Q3 		– Sell
-272
Closed -$306K – 140
2020
Q2 		$306K Buy
+272
New +$45.3K 0.11% 94

Other funds holding STZ

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $75B AUM 11.27% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gould Asset Management's STZ Position: Q3 2020 in Review

Gould Asset Management sold out of Constellation Brands (STZ) in Q3 2020, closing a stake of 272 shares — an estimated $306K sold.

Gould Asset Management first reported a position in STZ in Q2 2020 and held it in 1 quarter. The position peaked at $306K in Q2 2020. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

  • Gould Asset Management reported no remaining Constellation Brands position as of Q3 2020 after selling out during the quarter.
  • Gould Asset Management sold 272 Constellation Brands shares in Q3 2020, an estimated $306K.
  • Gould Asset Management first reported a position in Constellation Brands in Q2 2020 and held it in 1 quarter.
  • Gould Asset Management's Constellation Brands position peaked at $306K in Q2 2020.
  • 1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on Gould Asset Management's 13F filing for Q3 2020, filed 5 Nov 2020.