Morris Capital Advisors’s Constellation Brands STZ Stock Holding History

Morris Capital Advisors’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
2018 Q3	–	Sell	-26,694	Closed	-$5.84M	–	78
2018 Q2	$5.84M	Sell	26,694 -1,637	-6%	-$370K	4.1%	5
2018 Q1	$6.46M	Sell	28,331 -912	-3%	-$201K	4.28%	4
2017 Q4	$6.68M	Sell	29,243 -810	-3%	-$175K	4.36%	3
2017 Q3	$5.99M	Sell	30,053 -546	-2%	-$108K	4.01%	3
2017 Q2	$5.93M	Sell	30,599 -2,012	-6%	-$358K	4.18%	3
2017 Q1	$5.29M	Sell	32,611 -3,460	-10%	-$539K	3.84%	3
2016 Q4	$5.53M	Sell	36,071 -5,847	-14%	-$929K	3.85%	3
2016 Q3	$6.98M	Sell	41,918 -4,494	-10%	-$741K	4.33%	3
2016 Q2	$7.68M	Buy	46,412 +7,421	+19%	+$1.16M	4.56%	2
2016 Q1	$5.89M	Sell	38,991 -685	-2%	-$99K	3.99%	3
2015 Q4	$5.65M	Buy	+39,676	New	+$5.46M	3.94%	5

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Morris Capital Advisors's STZ Position: Q3 2018 in Review

Morris Capital Advisors sold out of Constellation Brands (STZ) in Q3 2018, closing a stake of 26,694 shares — an estimated $5.84M sold.

Morris Capital Advisors first reported a position in STZ in Q4 2015 and held it in 11 quarters. The position peaked at $7.68M in Q2 2016. 935 funds tracked by Wall St. Rank hold STZ as of Q3 2018.

Morris Capital Advisors reported no remaining Constellation Brands position as of Q3 2018 after selling out during the quarter.
Morris Capital Advisors sold 26,694 Constellation Brands shares in Q3 2018, an estimated $5.84M.
Morris Capital Advisors first reported a position in Constellation Brands in Q4 2015 and held it in 11 quarters.
Morris Capital Advisors's Constellation Brands position peaked at $7.68M in Q2 2016.
935 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2018.

Based on Morris Capital Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.