Lenox Wealth Management’s Constellation Brands STZ Stock Holding History

Lenox Wealth 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 Q4	–	Sell	-123	Closed	-$25K	–	743
2019 Q3	$25K	Buy	+123	New	+$24.7K	0.01%	330
2017 Q4	–	Sell	-121	Closed	-$24K	–	513
2017 Q3	$24K	Buy	121 +18	+17%	+$3.56K	0.01%	302
2017 Q2	$20K	Buy	+103	New	+$18.3K	0.01%	307

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

KCM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSP

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

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

Lenox Wealth Management's STZ Position: Q4 2019 in Review

Lenox Wealth Management sold out of Constellation Brands (STZ) in Q4 2019, closing a stake of 123 shares — an estimated $25K sold.

Lenox Wealth Management first reported a position in STZ in Q2 2017 and held it in 3 quarters. The position peaked at $25K in Q3 2019. 1,053 funds tracked by Wall St. Rank hold STZ as of Q4 2019.

Lenox Wealth Management reported no remaining Constellation Brands position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Management sold 123 Constellation Brands shares in Q4 2019, an estimated $25K.
Lenox Wealth Management first reported a position in Constellation Brands in Q2 2017 and held it in 3 quarters.
Lenox Wealth Management's Constellation Brands position peaked at $25K in Q3 2019.
1,053 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.