Ruggie Capital Group’s Constellation Brands STZ Stock Holding History

Ruggie Capital 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
2019 Q1	–	Sell	-10	Closed	-$2K	–	420
2018 Q4	$2K	Buy	+10	New	+$1.99K	﹤0.01%	440
2018 Q3	–	Sell	-25	Closed	-$5K	–	307
2018 Q2	$5K	Buy	+25	New	+$5.65K	﹤0.01%	279
2015 Q3	–	Sell	-62	Closed	-$7K	–	312
2015 Q2	$7K	Hold	62	–	–	0.01%	197
2015 Q1	$7K	Buy	+62	New	+$6.98K	0.01%	159

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

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

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

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

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Ruggie Capital Group's STZ Position: Q1 2019 in Review

Ruggie Capital Group sold out of Constellation Brands (STZ) in Q1 2019, closing a stake of 10 shares — an estimated $2K sold.

Ruggie Capital Group first reported a position in STZ in Q1 2015 and held it in 4 quarters. The position peaked at $7K in Q2 2015. 1,002 funds tracked by Wall St. Rank hold STZ as of Q1 2019.

Ruggie Capital Group reported no remaining Constellation Brands position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 10 Constellation Brands shares in Q1 2019, an estimated $2K.
Ruggie Capital Group first reported a position in Constellation Brands in Q1 2015 and held it in 4 quarters.
Ruggie Capital Group's Constellation Brands position peaked at $7K in Q2 2015.
1,002 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.