JOYN Advisors’s Constellation Brands STZ Stock Holding History

JOYN 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
2019 Q1	–	Sell	-292	Closed	-$47K	–	1233
2018 Q4	$47K	Buy	292 +195	+201%	+$38.7K	0.01%	366
2018 Q3	$21K	Sell	97 -73	-43%	-$15.5K	﹤0.01%	673
2018 Q2	$37K	Buy	170 +140	+467%	+$31.6K	0.01%	480
2018 Q1	$7K	Buy	+30	New	+$6.61K	﹤0.01%	816

Other funds holding STZ

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

JOYN Advisors's STZ Position: Q1 2019 in Review

JOYN Advisors sold out of Constellation Brands (STZ) in Q1 2019, closing a stake of 292 shares — an estimated $47K sold.

JOYN Advisors first reported a position in STZ in Q1 2018 and held it in 4 quarters. The position peaked at $47K in Q4 2018. 1,002 funds tracked by Wall St. Rank hold STZ as of Q1 2019.

JOYN Advisors reported no remaining Constellation Brands position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 292 Constellation Brands shares in Q1 2019, an estimated $47K.
JOYN Advisors first reported a position in Constellation Brands in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Constellation Brands position peaked at $47K in Q4 2018.
1,002 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.