Quest Investment Management’s Constellation Brands STZ Stock Holding History

Quest Investment Management’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
2019 Q2	–	Sell	-12,352	Closed	-$2.17M	–	104
2019 Q1	$2.17M	Buy	12,352 +1,572	+15%	+$265K	0.28%	67
2018 Q4	$1.73M	Buy	10,780 +2,700	+33%	+$537K	0.27%	67
2018 Q3	$1.74M	Buy	8,080 +960	+13%	+$204K	0.24%	69
2018 Q2	$1.56M	Buy	7,120 +365	+5%	+$82.4K	0.23%	71
2018 Q1	$1.54M	Buy	6,755 +75	+1%	+$16.5K	0.24%	72
2017 Q4	$1.53M	Buy	+6,680	New	+$1.44M	0.23%	73
2015 Q3	–	Sell	-48,358	Closed	-$5.61M	–	113
2015 Q2	$5.61M	Sell	48,358 -2,316	-5%	-$273K	0.79%	67
2015 Q1	$5.89M	Sell	50,674 -25,664	-34%	-$2.89M	0.8%	45
2014 Q4	$7.49M	Sell	76,338 -19,217	-20%	-$1.76M	0.89%	39
2014 Q3	$8.33M	Buy	+95,555	New	+$8.31M	0.87%	47

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quest Investment Management's STZ Position: Q2 2019 in Review

Quest Investment Management sold out of Constellation Brands (STZ) in Q2 2019, closing a stake of 12,352 shares — an estimated $2.17M sold.

Quest Investment Management first reported a position in STZ in Q3 2014 and held it in 10 quarters. The position peaked at $8.33M in Q3 2014. 1,019 funds tracked by Wall St. Rank hold STZ as of Q2 2019.

Quest Investment Management reported no remaining Constellation Brands position as of Q2 2019 after selling out during the quarter.
Quest Investment Management sold 12,352 Constellation Brands shares in Q2 2019, an estimated $2.17M.
Quest Investment Management first reported a position in Constellation Brands in Q3 2014 and held it in 10 quarters.
Quest Investment Management's Constellation Brands position peaked at $8.33M in Q3 2014.
1,019 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2019.

Based on Quest Investment Management's 13F filing for Q2 2019, filed 13 Aug 2019.