Partners Capital Investment Group’s Constellation Brands STZ Stock Holding History

Partners Capital Investment Group’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
2021 Q1	–	Sell	-10,344	Closed	-$2.27M	–	152
2020 Q4	$2.27M	Hold	10,344	–	–	0.13%	84
2020 Q3	$1.96M	Buy	10,344 +4,722	+84%	+$861K	0.12%	79
2020 Q2	$984K	Buy	+5,622	New	+$936K	0.05%	91
2018 Q2	–	Sell	-13,651	Closed	-$3.11M	–	86
2018 Q1	$3.11M	Buy	13,651 +7,465	+121%	+$1.64M	0.41%	34
2017 Q4	$1.41M	Buy	6,186 +3,081	+99%	+$666K	0.23%	37
2017 Q3	$619K	Buy	+3,105	New	+$615K	0.1%	46

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Partners Capital Investment Group's STZ Position: Q1 2021 in Review

Partners Capital Investment Group sold out of Constellation Brands (STZ) in Q1 2021, closing a stake of 10,344 shares — an estimated $2.27M sold.

Partners Capital Investment Group first reported a position in STZ in Q3 2017 and held it in 6 quarters. The position peaked at $3.11M in Q1 2018. 1,154 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

Partners Capital Investment Group reported no remaining Constellation Brands position as of Q1 2021 after selling out during the quarter.
Partners Capital Investment Group sold 10,344 Constellation Brands shares in Q1 2021, an estimated $2.27M.
Partners Capital Investment Group first reported a position in Constellation Brands in Q3 2017 and held it in 6 quarters.
Partners Capital Investment Group's Constellation Brands position peaked at $3.11M in Q1 2018.
1,154 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on Partners Capital Investment Group's 13F filing for Q1 2021, filed 17 May 2021.