Kaizen Advisory’s Constellation Brands STZ Stock Holding History

Kaizen Advisory’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
2018 Q4	$73K	Buy	453 +41	+10%	+$8.15K	0.05%	266
2018 Q3	$89K	Hold	412	–	–	0.05%	248
2018 Q2	$90K	Buy	412 +249	+153%	+$56.2K	0.05%	241
2018 Q1	$37K	Hold	163	–	–	0.04%	235
2017 Q4	$37K	Buy	+163	New	+$35.2K	0.02%	225

Other funds holding STZ

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

BlackRock New York $5.72T AUM 30.48% 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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Kaizen Advisory's STZ Position: Q4 2018 in Review

Kaizen Advisory increased its Constellation Brands (STZ) stake by 10% in Q4 2018, buying an estimated $8.15K and bringing the position to 453 shares worth $73K. The position accounts for 0.05% of the portfolio, ranked #266.

Kaizen Advisory first reported a position in STZ in Q4 2017 and has held it in 5 quarters since. The position peaked at $90K in Q2 2018. 950 funds tracked by Wall St. Rank hold STZ as of Q4 2018.

Kaizen Advisory held 453 shares of Constellation Brands worth $73K as of Q4 2018.
Kaizen Advisory bought 41 Constellation Brands shares in Q4 2018, an estimated $8.15K.
Constellation Brands made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #266 holding.
Kaizen Advisory first reported a position in Constellation Brands in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Constellation Brands position peaked at $90K in Q2 2018.
950 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.