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Leap Investments’s Constellation Brands STZ Stock Holding History

Leap Investments’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
Q2 		– Sell
-2,100
Closed -$301K – 553
2020
Q1 		$301K Sell
2,100
-10,900
-84% -$1.92M 0.44% 57
2019
Q4 		$2.47M Buy
13,000
+11,900
+1,082% +$2.25M 1.16% 1
2019
Q3 		$228K Buy
+1,100
New +$221K 0.11% 282

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Leap Investments's STZ Position: Q2 2020 in Review

Leap Investments sold out of Constellation Brands (STZ) in Q2 2020, closing a stake of 2,100 shares — an estimated $301K sold.

Leap Investments first reported a position in STZ in Q3 2019 and held it in 3 quarters. The position peaked at $2.47M in Q4 2019. 1,026 funds tracked by Wall St. Rank hold STZ as of Q2 2020.

  • Leap Investments reported no remaining Constellation Brands position as of Q2 2020 after selling out during the quarter.
  • Leap Investments sold 2,100 Constellation Brands shares in Q2 2020, an estimated $301K.
  • Leap Investments first reported a position in Constellation Brands in Q3 2019 and held it in 3 quarters.
  • Leap Investments's Constellation Brands position peaked at $2.47M in Q4 2019.
  • 1,026 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2020.

Based on Leap Investments's 13F filing for Q2 2020, filed 3 Aug 2020.