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Ground Swell Capital’s Constellation Brands STZ Stock Holding History

Ground Swell 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
2014
Q3 		$25K Buy
282
+94
+50% +$8.17K 0.05% 440
2014
Q2 		$17K Buy
+188
New +$15.5K 0.03% 488

Other funds holding STZ

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ground Swell Capital's STZ Position: Q3 2014 in Review

Ground Swell Capital increased its Constellation Brands (STZ) stake by 50% in Q3 2014, buying an estimated $8.17K and bringing the position to 282 shares worth $25K. The position accounts for 0.05% of the portfolio, ranked #440.

Ground Swell Capital first reported a position in STZ in Q2 2014 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold STZ as of Q3 2014.

  • Ground Swell Capital held 282 shares of Constellation Brands worth $25K as of Q3 2014.
  • Ground Swell Capital bought 94 Constellation Brands shares in Q3 2014, an estimated $8.17K.
  • Constellation Brands made up 0.05% of Ground Swell Capital's portfolio in Q3 2014, its #440 holding.
  • Ground Swell Capital first reported a position in Constellation Brands in Q2 2014 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.