Hutchens Investment Management’s Constellation Brands STZ Stock Holding History

Hutchens Investment 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
2017 Q4	$1.74M	Buy	7,603 +378	+5%	+$81.7K	1.64%	32
2017 Q3	$1.44M	Buy	+7,225	New	+$1.43M	1.31%	40
2016 Q2	–	Sell	-11,452	Closed	-$1.73M	–	67
2016 Q1	$1.73M	Sell	11,452 -625	-5%	-$90.3K	1.73%	31
2015 Q4	$1.72M	Buy	12,077 +476	+4%	+$65.5K	1.69%	35
2015 Q3	$1.45M	Buy	11,601 +1	+0%	+$123	1.53%	34
2015 Q2	$1.35M	Buy	11,600 +700	+6%	+$82.6K	1.27%	40
2015 Q1	$1.27M	Buy	10,900 +625	+6%	+$70.3K	1.16%	45
2014 Q4	$1.01M	Buy	+10,275	New	+$941K	0.92%	52

Other funds holding STZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

Hutchens Investment Management's STZ Position: Q4 2017 in Review

Hutchens Investment Management increased its Constellation Brands (STZ) stake by 5.2% in Q4 2017, buying an estimated $81.7K and bringing the position to 7,603 shares worth $1.74M. The position accounts for 1.64% of the portfolio, ranked #32.

Hutchens Investment Management first reported a position in STZ in Q4 2014 and has held it in 8 quarters since. 885 funds tracked by Wall St. Rank hold STZ as of Q4 2017.

Hutchens Investment Management held 7,603 shares of Constellation Brands worth $1.74M as of Q4 2017.
Hutchens Investment Management bought 378 Constellation Brands shares in Q4 2017, an estimated $81.7K.
Constellation Brands made up 1.64% of Hutchens Investment Management's portfolio in Q4 2017, its #32 holding.
Hutchens Investment Management first reported a position in Constellation Brands in Q4 2014 and has held it in 8 quarters since.
885 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2017.

Based on Hutchens Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.