Horan Capital Advisors’s Constellation Brands STZ Stock Holding History

Horan Capital Advisors’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
2020 Q4	–	Sell	-250	Closed	-$47K	–	253
2020 Q3	$47K	Buy	+250	New	+$45.6K	0.03%	180
2020 Q1	–	Sell	-250	Closed	-$47K	–	227
2019 Q4	$47K	Hold	250	–	–	0.03%	147
2019 Q3	$52K	Buy	+250	New	+$50.2K	0.03%	143
2019 Q2	–	Sell	-250	Closed	-$44K	–	216
2019 Q1	$44K	Buy	+250	New	+$42.1K	0.03%	146
2017 Q4	–	Sell	-250	Closed	-$50K	–	232
2017 Q3	$50K	Buy	+250	New	+$49.5K	0.03%	151

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Horan Capital Advisors's STZ Position: Q4 2020 in Review

Horan Capital Advisors sold out of Constellation Brands (STZ) in Q4 2020, closing a stake of 250 shares — an estimated $47K sold.

Horan Capital Advisors first reported a position in STZ in Q3 2017 and held it in 5 quarters. The position peaked at $52K in Q3 2019. 1,132 funds tracked by Wall St. Rank hold STZ as of Q4 2020.

Horan Capital Advisors reported no remaining Constellation Brands position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 250 Constellation Brands shares in Q4 2020, an estimated $47K.
Horan Capital Advisors first reported a position in Constellation Brands in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's Constellation Brands position peaked at $52K in Q3 2019.
1,132 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.