NEI
STZ icon

Northwest & Ethical Investments’s Constellation Brands STZ Stock Holding History

Northwest & Ethical Investments’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
Q1 		– Sell
-3,317
Closed -$509K – 403
2016
Q4 		$509K Sell
3,317
-4,883
-60% -$776K 0.04% 319
2016
Q3 		$1.37M Buy
+8,200
New +$1.35M 0.1% 220

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Northwest & Ethical Investments's STZ Position: Q1 2017 in Review

Northwest & Ethical Investments sold out of Constellation Brands (STZ) in Q1 2017, closing a stake of 3,317 shares — an estimated $509K sold.

Northwest & Ethical Investments first reported a position in STZ in Q3 2016 and held it in 2 quarters. The position peaked at $1.37M in Q3 2016. 724 funds tracked by Wall St. Rank hold STZ as of Q1 2017.

  • Northwest & Ethical Investments reported no remaining Constellation Brands position as of Q1 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 3,317 Constellation Brands shares in Q1 2017, an estimated $509K.
  • Northwest & Ethical Investments first reported a position in Constellation Brands in Q3 2016 and held it in 2 quarters.
  • Northwest & Ethical Investments's Constellation Brands position peaked at $1.37M in Q3 2016.
  • 724 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2017.

Based on Northwest & Ethical Investments's 13F filing for Q1 2017, filed 8 Jul 2025.