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Jackson Wealth Management’s Constellation Brands STZ Stock Holding History

Jackson Wealth 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
2020
Q1 		– Sell
-6,946
Closed -$1.33M – 160
2019
Q4 		$1.33M Buy
6,946
+35
+0.5% +$6.61K 0.22% 98
2019
Q3 		$1.33M Buy
+6,911
New +$1.39M 0.28% 86
2015
Q4 		– Sell
-986
Closed -$123K – 109
2015
Q3 		$123K Buy
+986
New +$122K 0.04% 107

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Jackson Wealth Management's STZ Position: Q1 2020 in Review

Jackson Wealth Management sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 6,946 shares — an estimated $1.33M sold.

Jackson Wealth Management first reported a position in STZ in Q3 2015 and held it in 3 quarters. The position peaked at $1.33M in Q4 2019. 959 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

  • Jackson Wealth Management reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 6,946 Constellation Brands shares in Q1 2020, an estimated $1.33M.
  • Jackson Wealth Management first reported a position in Constellation Brands in Q3 2015 and held it in 3 quarters.
  • Jackson Wealth Management's Constellation Brands position peaked at $1.33M in Q4 2019.
  • 959 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.