MIC
STZ icon

MU Investments Company’s Constellation Brands STZ Stock Holding History

MU Investments Company’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
Q1 		– Sell
-100
Closed -$23K – 129
2017
Q4 		$23K Sell
100
-50
-33% -$10.8K 0.02% 122
2017
Q3 		$30K Sell
150
-50
-25% -$9.9K 0.02% 118
2017
Q2 		$39K Sell
200
-60
-23% -$10.7K 0.03% 127
2017
Q1 		$42K Sell
260
-60
-19% -$9.35K 0.03% 151
2016
Q4 		$49K Sell
320
-130
-29% -$20.7K 0.04% 146
2016
Q3 		$74K Sell
450
-340
-43% -$56.1K 0.05% 127
2016
Q2 		$126K Sell
790
-660
-46% -$103K 0.09% 139
2016
Q1 		$220K Buy
1,450
+60
+4% +$8.67K 0.14% 124
2015
Q4 		$199K Sell
1,390
-210
-13% -$28.9K 0.12% 149
2015
Q3 		$198K Buy
+1,600
New +$197K 0.11% 176
2014
Q4 		– Sell
-1,900
Closed -$164K – 323
2014
Q3 		$164K Sell
1,900
-300
-14% -$26.1K 0.08% 205
2014
Q2 		$194K Sell
2,200
-2,100
-49% -$173K 0.09% 209
2014
Q1 		$358K Buy
+4,300
New +$342K 0.17% 146

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MU Investments Company's STZ Position: Q1 2018 in Review

MU Investments Company sold out of Constellation Brands (STZ) in Q1 2018, closing a stake of 100 shares — an estimated $23K sold.

MU Investments Company first reported a position in STZ in Q1 2014 and held it in 13 quarters. The position peaked at $358K in Q1 2014. 922 funds tracked by Wall St. Rank hold STZ as of Q1 2018.

  • MU Investments Company reported no remaining Constellation Brands position as of Q1 2018 after selling out during the quarter.
  • MU Investments Company sold 100 Constellation Brands shares in Q1 2018, an estimated $23K.
  • MU Investments Company first reported a position in Constellation Brands in Q1 2014 and held it in 13 quarters.
  • MU Investments Company's Constellation Brands position peaked at $358K in Q1 2014.
  • 922 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.