Nine Chapters Capital Management’s Constellation Brands STZ Stock Holding History

Nine Chapters 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
2017 Q3	–	Sell	-1,600	Closed	-$310K	–	173
2017 Q2	$310K	Buy	+1,600	New	+$285K	2.94%	6
2015 Q4	–	Sell	-72,100	Closed	-$9.03M	–	488
2015 Q3	$9.03M	Buy	72,100 +1,500	+2%	+$185K	0.79%	5
2015 Q2	$8.19M	Sell	70,600 -20,500	-23%	-$2.42M	0.69%	13
2015 Q1	$10.6M	Sell	91,100 -52,100	-36%	-$5.86M	0.9%	4
2014 Q4	$14.1M	Buy	143,200 +54,600	+62%	+$5M	1.21%	1
2014 Q3	$7.72M	Sell	88,600 -4,500	-5%	-$391K	0.69%	13
2014 Q2	$8.21M	Buy	93,100 +26,400	+40%	+$2.18M	0.67%	10
2014 Q1	$5.67M	Sell	66,700 -82,500	-55%	-$6.56M	0.67%	14
2013 Q4	$10.5M	Sell	149,200 -2,800	-2%	-$187K	1.06%	3
2013 Q3	$8.72M	Buy	+152,000	New	+$8.27M	1.02%	6

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

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

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nine Chapters Capital Management's STZ Position: Q3 2017 in Review

Nine Chapters Capital Management sold out of Constellation Brands (STZ) in Q3 2017, closing a stake of 1,600 shares — an estimated $310K sold.

Nine Chapters Capital Management first reported a position in STZ in Q3 2013 and held it in 10 quarters. The position peaked at $14.1M in Q4 2014. 794 funds tracked by Wall St. Rank hold STZ as of Q3 2017.

Nine Chapters Capital Management reported no remaining Constellation Brands position as of Q3 2017 after selling out during the quarter.
Nine Chapters Capital Management sold 1,600 Constellation Brands shares in Q3 2017, an estimated $310K.
Nine Chapters Capital Management first reported a position in Constellation Brands in Q3 2013 and held it in 10 quarters.
Nine Chapters Capital Management's Constellation Brands position peaked at $14.1M in Q4 2014.
794 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2017.

Based on Nine Chapters Capital Management's 13F filing for Q3 2017, filed 31 Oct 2017.