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Gratus Capital’s Constellation Brands STZ Stock Holding History

Gratus Capital’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
2018
Q1 		– Sell
-1,077
Closed -$246K – 186
2017
Q4 		$246K Hold
1,077
– – 0.03% 161
2017
Q3 		$215K Buy
+1,077
New +$213K 0.03% 173

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gratus Capital's STZ Position: Q1 2018 in Review

Gratus Capital sold out of Constellation Brands (STZ) in Q1 2018, closing a stake of 1,077 shares — an estimated $246K sold.

Gratus Capital first reported a position in STZ in Q3 2017 and held it in 2 quarters. The position peaked at $246K in Q4 2017. 922 funds tracked by Wall St. Rank hold STZ as of Q1 2018.

  • Gratus Capital reported no remaining Constellation Brands position as of Q1 2018 after selling out during the quarter.
  • Gratus Capital sold 1,077 Constellation Brands shares in Q1 2018, an estimated $246K.
  • Gratus Capital first reported a position in Constellation Brands in Q3 2017 and held it in 2 quarters.
  • Gratus Capital's Constellation Brands position peaked at $246K in Q4 2017.
  • 922 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2018.

Based on Gratus Capital's 13F filing for Q1 2018, filed 10 May 2018.