Jupiter Investment Management’s Constellation Brands STZ Stock Holding History

Jupiter Investment 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
2019 Q1	–	Sell	-800	Closed	-$128K	–	426
2018 Q4	$128K	Buy	+800	New	+$159K	﹤0.01%	336
2015 Q3	–	Sell	-9,800	Closed	-$1.14M	–	401
2015 Q2	$1.14M	Sell	9,800 -4,200	-30%	-$496K	0.03%	160
2015 Q1	$1.63M	Buy	+14,000	New	+$1.58M	0.05%	193
2014 Q2	–	Sell	-20,700	Closed	-$1.76M	–	403
2014 Q1	$1.76M	Buy	20,700 +8,000	+63%	+$636K	0.12%	184
2013 Q4	$893K	Buy	+12,700	New	+$849K	0.08%	241

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

Jupiter Investment Management's STZ Position: Q1 2019 in Review

Jupiter Investment Management sold out of Constellation Brands (STZ) in Q1 2019, closing a stake of 800 shares — an estimated $128K sold.

Jupiter Investment Management first reported a position in STZ in Q4 2013 and held it in 5 quarters. The position peaked at $1.76M in Q1 2014. 1,002 funds tracked by Wall St. Rank hold STZ as of Q1 2019.

Jupiter Investment Management reported no remaining Constellation Brands position as of Q1 2019 after selling out during the quarter.
Jupiter Investment Management sold 800 Constellation Brands shares in Q1 2019, an estimated $128K.
Jupiter Investment Management first reported a position in Constellation Brands in Q4 2013 and held it in 5 quarters.
Jupiter Investment Management's Constellation Brands position peaked at $1.76M in Q1 2014.
1,002 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2019.

Based on Jupiter Investment Management's 13F filing for Q1 2019, filed 7 May 2019.