Marlowe Partners’s Constellation Brands STZ Stock Holding History

Marlowe Partners’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 Q4	–	Sell	-67,074	Closed	-$12.7M	–	17
2020 Q3	$12.7M	Sell	67,074 -1,720	-3%	-$314K	7.39%	4
2020 Q2	$12M	Hold	68,794	–	–	7.16%	5
2020 Q1	$9.86M	Buy	68,794 +9,077	+15%	+$1.6M	6.68%	6
2019 Q4	$11.3M	Buy	+59,717	New	+$11.3M	5.88%	10
2019 Q3	–	Sell	-60,976	Closed	-$12M	–	19
2019 Q2	$12M	Sell	60,976 -1,064	-2%	-$208K	6.94%	6
2019 Q1	$10.9M	Buy	+62,040	New	+$10.4M	7.54%	6

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marlowe Partners's STZ Position: Q4 2020 in Review

Marlowe Partners sold out of Constellation Brands (STZ) in Q4 2020, closing a stake of 67,074 shares — an estimated $12.7M sold.

Marlowe Partners first reported a position in STZ in Q1 2019 and held it in 6 quarters. The position peaked at $12.7M in Q3 2020. 1,132 funds tracked by Wall St. Rank hold STZ as of Q4 2020.

Marlowe Partners reported no remaining Constellation Brands position as of Q4 2020 after selling out during the quarter.
Marlowe Partners sold 67,074 Constellation Brands shares in Q4 2020, an estimated $12.7M.
Marlowe Partners first reported a position in Constellation Brands in Q1 2019 and held it in 6 quarters.
Marlowe Partners's Constellation Brands position peaked at $12.7M in Q3 2020.
1,132 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2020.

Based on Marlowe Partners's 13F filing for Q4 2020, filed 12 Feb 2021.