Moody Lynn & Lieberson’s Constellation Brands STZ Stock Holding History

Moody Lynn & Lieberson’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 Q3	–	Sell	-16,595	Closed	-$2.9M	–	205
2020 Q2	$2.9M	Buy	+16,595	New	+$2.76M	0.32%	66
2018 Q3	–	Sell	-18,147	Closed	-$3.97M	–	213
2018 Q2	$3.97M	Buy	18,147 +14,269	+368%	+$3.22M	0.47%	57
2018 Q1	$884K	Buy	3,878 +1,565	+68%	+$345K	0.11%	107
2017 Q4	$509K	Buy	+2,313	New	+$500K	0.05%	158
2016 Q4	–	Sell	-17,995	Closed	-$3M	–	181
2016 Q3	$3M	Buy	+17,995	New	+$2.97M	0.5%	60

Other funds holding STZ

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Moody Lynn & Lieberson's STZ Position: Q3 2020 in Review

Moody Lynn & Lieberson sold out of Constellation Brands (STZ) in Q3 2020, closing a stake of 16,595 shares — an estimated $2.9M sold.

Moody Lynn & Lieberson first reported a position in STZ in Q3 2016 and held it in 5 quarters. The position peaked at $3.97M in Q2 2018. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

Moody Lynn & Lieberson reported no remaining Constellation Brands position as of Q3 2020 after selling out during the quarter.
Moody Lynn & Lieberson sold 16,595 Constellation Brands shares in Q3 2020, an estimated $2.9M.
Moody Lynn & Lieberson first reported a position in Constellation Brands in Q3 2016 and held it in 5 quarters.
Moody Lynn & Lieberson's Constellation Brands position peaked at $3.97M in Q2 2018.
1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2020, filed 28 Oct 2020.