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Marvin & Palmer Associates’s Constellation Brands STZ Stock Holding History

Marvin & Palmer Associates’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
2016
Q4 		– Sell
-12,000
Closed -$2M – 47
2016
Q3 		$2M Buy
12,000
+2,600
+28% +$429K 1.57% 31
2016
Q2 		$1.55M Sell
9,400
-1,800
-16% -$282K 2.11% 25
2016
Q1 		$1.69M Buy
+11,200
New +$1.62M 1.97% 26

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Marvin & Palmer Associates's STZ Position: Q4 2016 in Review

Marvin & Palmer Associates sold out of Constellation Brands (STZ) in Q4 2016, closing a stake of 12,000 shares — an estimated $2M sold.

Marvin & Palmer Associates first reported a position in STZ in Q1 2016 and held it in 3 quarters. The position peaked at $2M in Q3 2016. 732 funds tracked by Wall St. Rank hold STZ as of Q4 2016.

  • Marvin & Palmer Associates reported no remaining Constellation Brands position as of Q4 2016 after selling out during the quarter.
  • Marvin & Palmer Associates sold 12,000 Constellation Brands shares in Q4 2016, an estimated $2M.
  • Marvin & Palmer Associates first reported a position in Constellation Brands in Q1 2016 and held it in 3 quarters.
  • Marvin & Palmer Associates's Constellation Brands position peaked at $2M in Q3 2016.
  • 732 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2016.

Based on Marvin & Palmer Associates's 13F filing for Q4 2016, filed 10 Feb 2017.