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Pinion Investment Advisors’s Constellation Brands STZ Stock Holding History

Pinion Investment Advisors’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
-1,587
Closed -$301K – 115
2019
Q4 		$301K Buy
1,587
+125
+9% +$23.6K 0.56% 90
2019
Q3 		$303K Buy
+1,462
New +$294K 0.62% 87

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Pinion Investment Advisors's STZ Position: Q1 2020 in Review

Pinion Investment Advisors sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 1,587 shares — an estimated $301K sold.

Pinion Investment Advisors first reported a position in STZ in Q3 2019 and held it in 2 quarters. The position peaked at $303K in Q3 2019. 959 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

  • Pinion Investment Advisors reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
  • Pinion Investment Advisors sold 1,587 Constellation Brands shares in Q1 2020, an estimated $301K.
  • Pinion Investment Advisors first reported a position in Constellation Brands in Q3 2019 and held it in 2 quarters.
  • Pinion Investment Advisors's Constellation Brands position peaked at $303K in Q3 2019.
  • 959 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on Pinion Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.