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Harvest Fund Management’s Constellation Brands STZ Stock Holding History

Harvest Fund 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
-71
Closed -$15K – 472
2019
Q3 		$15K Buy
+71
New +$14.3K ﹤0.01% 362
2018
Q3 		– Sell
-431
Closed -$94K – 472
2018
Q2 		$94K Hold
431
– – 0.01% 127
2018
Q1 		$98K Hold
431
– – 0.02% 119
2017
Q4 		$99K Buy
+431
New +$93.2K 0.02% 109

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

Harvest Fund Management's STZ Position: Q4 2019 in Review

Harvest Fund Management sold out of Constellation Brands (STZ) in Q4 2019, closing a stake of 71 shares — an estimated $15K sold.

Harvest Fund Management first reported a position in STZ in Q4 2017 and held it in 4 quarters. The position peaked at $99K in Q4 2017. 1,053 funds tracked by Wall St. Rank hold STZ as of Q4 2019.

  • Harvest Fund Management reported no remaining Constellation Brands position as of Q4 2019 after selling out during the quarter.
  • Harvest Fund Management sold 71 Constellation Brands shares in Q4 2019, an estimated $15K.
  • Harvest Fund Management first reported a position in Constellation Brands in Q4 2017 and held it in 4 quarters.
  • Harvest Fund Management's Constellation Brands position peaked at $99K in Q4 2017.
  • 1,053 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2019.

Based on Harvest Fund Management's 13F filing for Q4 2019, filed 13 Feb 2020.