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Harfst & Associates’s Constellation Brands STZ Stock Holding History

Harfst & Associates’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
2017
Q3 		– Sell
-100
Closed -$19K – 196
2017
Q2 		$19K Hold
100
– – 0.01% 176
2017
Q1 		$16K Buy
+100
New +$15.6K 0.01% 202
2016
Q1 		– Sell
-100
Closed -$14K – 223
2015
Q4 		$14K Hold
100
– – 0.01% 225
2015
Q3 		$13K Hold
100
– – 0.01% 219
2015
Q2 		$12K Buy
+100
New +$11.8K 0.01% 258

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harfst & Associates's STZ Position: Q3 2017 in Review

Harfst & Associates sold out of Constellation Brands (STZ) in Q3 2017, closing a stake of 100 shares — an estimated $19K sold.

Harfst & Associates first reported a position in STZ in Q2 2015 and held it in 5 quarters. The position peaked at $19K in Q2 2017. 794 funds tracked by Wall St. Rank hold STZ as of Q3 2017.

  • Harfst & Associates reported no remaining Constellation Brands position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 100 Constellation Brands shares in Q3 2017, an estimated $19K.
  • Harfst & Associates first reported a position in Constellation Brands in Q2 2015 and held it in 5 quarters.
  • Harfst & Associates's Constellation Brands position peaked at $19K in Q2 2017.
  • 794 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.