Next Capital Management’s Constellation Brands STZ Stock Holding History

Next Capital Management’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
2019 Q3	–	Sell	-179	Closed	-$35K	–	736
2019 Q2	$35K	Buy	+179	New	+$34.9K	0.02%	197
2019 Q1	–	Sell	-120	Closed	-$19K	–	270
2018 Q4	$19K	Buy	+120	New	+$23.8K	0.02%	174

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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

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

Next Capital Management's STZ Position: Q3 2019 in Review

Next Capital Management sold out of Constellation Brands (STZ) in Q3 2019, closing a stake of 179 shares — an estimated $35K sold.

Next Capital Management first reported a position in STZ in Q4 2018 and held it in 2 quarters. The position peaked at $35K in Q2 2019. 1,027 funds tracked by Wall St. Rank hold STZ as of Q3 2019.

Next Capital Management reported no remaining Constellation Brands position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 179 Constellation Brands shares in Q3 2019, an estimated $35K.
Next Capital Management first reported a position in Constellation Brands in Q4 2018 and held it in 2 quarters.
Next Capital Management's Constellation Brands position peaked at $35K in Q2 2019.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.