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Insight Capital Research & Management’s Constellation Brands STZ Stock Holding History

Insight Capital Research & 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
Q3 		$1.84M Buy
+9,227
New +$1.83M 1.04% 46
2016
Q4 		– Sell
-6,159
Closed -$1.02M – 135
2016
Q3 		$1.02M Sell
6,159
-8,569
-58% -$1.41M 0.46% 74
2016
Q2 		$2.44M Sell
14,728
-2,870
-16% -$449K 0.85% 69
2016
Q1 		$2.66M Sell
17,598
-74
-0.4% -$10.7K 0.82% 65
2015
Q4 		$2.52M Buy
+17,672
New +$2.43M 0.73% 63

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

Insight Capital Research & Management's STZ Position: Q3 2017 in Review

Insight Capital Research & Management opened a new position in Constellation Brands (STZ) in Q3 2017: 9,227 shares worth $1.84M. The stake represents 1.04% of the portfolio and ranks #46 among its holdings. This is a return to the name: Insight Capital Research & Management previously reported a position in STZ as recently as Q3 2016.

Insight Capital Research & Management first reported a position in STZ in Q4 2015 and has held it in 5 quarters since. The position peaked at $2.66M in Q1 2016. 794 funds tracked by Wall St. Rank hold STZ as of Q3 2017.

  • Insight Capital Research & Management held 9,227 shares of Constellation Brands worth $1.84M as of Q3 2017.
  • Constellation Brands was a new Insight Capital Research & Management position in Q3 2017.
  • Constellation Brands made up 1.04% of Insight Capital Research & Management's portfolio in Q3 2017, its #46 holding.
  • Insight Capital Research & Management first reported a position in Constellation Brands in Q4 2015 and has held it in 5 quarters since.
  • Insight Capital Research & Management's Constellation Brands position peaked at $2.66M in Q1 2016.
  • 794 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.