Mountain Capital Investment Advisors’s Constellation Brands STZ Stock Holding History

Mountain Capital Investment 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
2020 Q3	–	Sell	-2,584	Closed	-$472K	–	116
2020 Q2	$472K	Sell	2,584 -127	-5%	-$21.2K	0.22%	32
2020 Q1	$451K	Buy	2,711 +614	+29%	+$108K	0.23%	26
2019 Q4	$399K	Buy	2,097 +230	+12%	+$43.4K	0.18%	26
2019 Q3	$387K	Sell	1,867 -29	-2%	-$5.82K	0.34%	28
2019 Q2	$373K	Buy	1,896 +174	+10%	+$34K	0.35%	30
2019 Q1	$302K	Buy	+1,722	New	+$290K	0.33%	29
2018 Q4	–	Sell	-1,119	Closed	-$241K	–	42
2018 Q3	$241K	Sell	1,119 -44	-4%	-$9.35K	0.23%	40
2018 Q2	$255K	Buy	+1,163	New	+$263K	0.25%	35
2017 Q4	–	Sell	-482	Closed	-$96K	–	372
2017 Q3	$96K	Buy	482 +473	+5,256%	+$93.6K	0.09%	71
2017 Q2	$2K	Buy	+9	New	+$1.6K	﹤0.01%	460

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

Mountain Capital Investment Advisors's STZ Position: Q3 2020 in Review

Mountain Capital Investment Advisors sold out of Constellation Brands (STZ) in Q3 2020, closing a stake of 2,584 shares — an estimated $472K sold.

Mountain Capital Investment Advisors first reported a position in STZ in Q2 2017 and held it in 10 quarters. The position peaked at $472K in Q2 2020. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

Mountain Capital Investment Advisors reported no remaining Constellation Brands position as of Q3 2020 after selling out during the quarter.
Mountain Capital Investment Advisors sold 2,584 Constellation Brands shares in Q3 2020, an estimated $472K.
Mountain Capital Investment Advisors first reported a position in Constellation Brands in Q2 2017 and held it in 10 quarters.
Mountain Capital Investment Advisors's Constellation Brands position peaked at $472K in Q2 2020.
1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.