P.J. Schmidt Investment Management (PJS)’s Constellation Brands STZ Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 Q3	–	Sell	-1,329	Closed	-$233K	–	153
2020 Q2	$233K	Sell	1,329 -96	-7%	-$16K	0.07%	110
2020 Q1	$204K	Sell	1,425 -181	-11%	-$31.9K	0.07%	116
2019 Q4	$305K	Sell	1,606 -155	-9%	-$29.3K	0.08%	113
2019 Q3	$365K	Sell	1,761 -45	-2%	-$9.04K	0.1%	106
2019 Q2	$356K	Sell	1,806 -20	-1%	-$3.9K	0.1%	111
2019 Q1	$320K	Buy	1,826 +279	+18%	+$47K	0.09%	114
2018 Q4	$249K	Buy	+1,547	New	+$307K	0.08%	121

Other funds holding STZ

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

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

P.J. Schmidt Investment Management (PJS)'s STZ Position: Q3 2020 in Review

P.J. Schmidt Investment Management (PJS) sold out of Constellation Brands (STZ) in Q3 2020, closing a stake of 1,329 shares — an estimated $233K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in STZ in Q4 2018 and held it in 7 quarters. The position peaked at $365K in Q3 2019. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2020.

P.J. Schmidt Investment Management (PJS) reported no remaining Constellation Brands position as of Q3 2020 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 1,329 Constellation Brands shares in Q3 2020, an estimated $233K.
P.J. Schmidt Investment Management (PJS) first reported a position in Constellation Brands in Q4 2018 and held it in 7 quarters.
P.J. Schmidt Investment Management (PJS)'s Constellation Brands position peaked at $365K in Q3 2019.
1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2020.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q3 2020, filed 28 Oct 2020.