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HIM
Hermes Investment Management’s
Constellation Brands
STZ
Stock Holding History
Hermes Investment Management’s Portfolio
STZ Stock Details
STZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
$10.1M
Sell
46,322
-3,669
-7%
-$829K
0.13%
128
2018
Q1
$11.4M
Buy
49,991
+8,576
+21%
+$1.89M
0.17%
125
2017
Q4
$9.47M
Sell
41,415
-850
-2%
-$184K
0.14%
130
2017
Q3
$8.43M
Buy
42,265
+3,943
+10%
+$780K
0.13%
129
2017
Q2
$7.42M
Buy
38,322
+5,503
+17%
+$980K
0.12%
129
2017
Q1
$5.32M
Sell
32,819
-2,379
-7%
-$371K
0.09%
134
2016
Q4
$5.4M
Sell
35,198
-23,130
-40%
-$3.67M
0.09%
137
2016
Q3
$9.71M
Buy
58,328
+8,200
+16%
+$1.35M
0.16%
138
2016
Q2
$8.29M
Buy
50,128
+16,700
+50%
+$2.61M
0.17%
136
2016
Q1
$5.1M
Sell
33,428
-1,963
-6%
-$284K
0.11%
143
2015
Q4
$5.04M
Buy
35,391
+11,091
+46%
+$1.53M
0.11%
135
2015
Q3
$3.04M
Sell
24,300
-252,126
-91%
-$31.1M
0.08%
135
2015
Q2
$32.1M
Hold
276,426
–
–
0.72%
55
2015
Q1
$32.1M
Buy
276,426
+5,600
+2%
+$630K
0.75%
45
2014
Q4
$26.6M
Hold
270,826
–
–
0.68%
53
2014
Q3
$23.6M
Buy
270,826
+55,226
+26%
+$4.8M
0.61%
75
2014
Q2
$19M
Buy
215,600
+198,100
+1,132%
+$16.3M
0.53%
95
2014
Q1
$1.49M
Hold
17,500
–
–
0.05%
142
2013
Q4
$1.23M
Hold
17,500
–
–
0.04%
151
2013
Q3
$1M
Hold
17,500
–
–
0.03%
152
2013
Q2
$912K
Buy
+17,500
New
+$882K
0.04%
164
Other funds holding STZ
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$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
KCM
Kensico Capital Management
Greenwich, Connecticut
$4.9B AUM
41.26%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
LPC
Lone Pine Capital
Greenwich, Connecticut
$12.5B AUM
54.4%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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