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JT Stratford LLC’s Constellation Brands STZ Stock Holding History

JT Stratford LLC’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
-1,151
Closed -$201K – 174
2020
Q2 		$201K Buy
+1,151
New +$192K 0.1% 144
2019
Q2 		– Sell
-1,459
Closed -$256K – 151
2019
Q1 		$256K Buy
+1,459
New +$246K 0.15% 103

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

JT Stratford LLC's STZ Position: Q3 2020 in Review

JT Stratford LLC sold out of Constellation Brands (STZ) in Q3 2020, closing a stake of 1,151 shares — an estimated $201K sold.

JT Stratford LLC first reported a position in STZ in Q1 2019 and held it in 2 quarters. The position peaked at $256K in Q1 2019. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

  • JT Stratford LLC reported no remaining Constellation Brands position as of Q3 2020 after selling out during the quarter.
  • JT Stratford LLC sold 1,151 Constellation Brands shares in Q3 2020, an estimated $201K.
  • JT Stratford LLC first reported a position in Constellation Brands in Q1 2019 and held it in 2 quarters.
  • JT Stratford LLC's Constellation Brands position peaked at $256K in Q1 2019.
  • 1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on JT Stratford LLC's 13F filing for Q3 2020, filed 13 Nov 2020.