Northeast Financial Consultants’s Constellation Brands STZ Stock Holding History

Northeast Financial Consultants’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 Q1	–	Sell	-6,306	Closed	-$1.2M	–	307
2019 Q4	$1.2M	Sell	6,306 -129	-2%	-$24.4K	0.11%	119
2019 Q3	$1.33M	Buy	6,435 +1,102	+21%	+$221K	0.14%	106
2019 Q2	$1.05M	Sell	5,333 -1,000	-16%	-$195K	0.11%	126
2019 Q1	$1.11M	Buy	+6,333	New	+$1.07M	0.12%	107

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Northeast Financial Consultants's STZ Position: Q1 2020 in Review

Northeast Financial Consultants sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 6,306 shares — an estimated $1.2M sold.

Northeast Financial Consultants first reported a position in STZ in Q1 2019 and held it in 4 quarters. The position peaked at $1.33M in Q3 2019. 959 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

Northeast Financial Consultants reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
Northeast Financial Consultants sold 6,306 Constellation Brands shares in Q1 2020, an estimated $1.2M.
Northeast Financial Consultants first reported a position in Constellation Brands in Q1 2019 and held it in 4 quarters.
Northeast Financial Consultants's Constellation Brands position peaked at $1.33M in Q3 2019.
959 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on Northeast Financial Consultants's 13F filing for Q1 2020, filed 13 May 2020.