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Groesbeck Investment Management’s Constellation Brands STZ Stock Holding History

Groesbeck 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
Q4 		– Sell
-1,100
Closed -$228K – 105
2019
Q3 		$228K Hold
1,100
– – 0.17% 96
2019
Q2 		$217K Buy
+1,100
New +$215K 0.18% 95
2018
Q4 		– Sell
-1,100
Closed -$237K – 99
2018
Q3 		$237K Hold
1,100
– – 0.16% 96
2018
Q2 		$241K Buy
+1,100
New +$248K 0.17% 85

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Groesbeck Investment Management's STZ Position: Q4 2019 in Review

Groesbeck Investment Management sold out of Constellation Brands (STZ) in Q4 2019, closing a stake of 1,100 shares — an estimated $228K sold.

Groesbeck Investment Management first reported a position in STZ in Q2 2018 and held it in 4 quarters. The position peaked at $241K in Q2 2018. 1,053 funds tracked by Wall St. Rank hold STZ as of Q4 2019.

  • Groesbeck Investment Management reported no remaining Constellation Brands position as of Q4 2019 after selling out during the quarter.
  • Groesbeck Investment Management sold 1,100 Constellation Brands shares in Q4 2019, an estimated $228K.
  • Groesbeck Investment Management first reported a position in Constellation Brands in Q2 2018 and held it in 4 quarters.
  • Groesbeck Investment Management's Constellation Brands position peaked at $241K in Q2 2018.
  • 1,053 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2019.

Based on Groesbeck Investment Management's 13F filing for Q4 2019, filed 22 Jan 2020.