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Jackson Square Partners’s Constellation Brands STZ Stock Holding History

Jackson Square Partners’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
Q3 		– Sell
-4,870
Closed -$852K – 92
2020
Q2 		$852K Sell
4,870
-14,130
-74% -$2.35M ﹤0.01% 83
2020
Q1 		$2.72M Sell
19,000
-3,003,326
-99% -$530M 0.02% 75
2019
Q4 		$573M Buy
3,022,326
+334,527
+12% +$63.2M 3.01% 9
2019
Q3 		$557M Buy
2,687,799
+337,318
+14% +$67.7M 3.06% 9
2019
Q2 		$463M Buy
2,350,481
+97,496
+4% +$19M 2.4% 15
2019
Q1 		$395M Buy
+2,252,985
New +$379M 2.16% 18

Other funds holding STZ

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jackson Square Partners's STZ Position: Q3 2020 in Review

Jackson Square Partners sold out of Constellation Brands (STZ) in Q3 2020, closing a stake of 4,870 shares — an estimated $852K sold.

Jackson Square Partners first reported a position in STZ in Q1 2019 and held it in 6 quarters. The position peaked at $573M in Q4 2019. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

  • Jackson Square Partners reported no remaining Constellation Brands position as of Q3 2020 after selling out during the quarter.
  • Jackson Square Partners sold 4,870 Constellation Brands shares in Q3 2020, an estimated $852K.
  • Jackson Square Partners first reported a position in Constellation Brands in Q1 2019 and held it in 6 quarters.
  • Jackson Square Partners's Constellation Brands position peaked at $573M in Q4 2019.
  • 1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on Jackson Square Partners's 13F filing for Q3 2020, filed 13 Nov 2020.