S&CO Inc’s Constellation Brands STZ Stock Holding History

S&CO Inc’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
2017 Q1	–	Sell	-3,160	Closed	-$484K	–	191
2016 Q4	$484K	Buy	+3,160	New	+$502K	0.07%	119

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

KCM

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

S&CO Inc's STZ Position: Q1 2017 in Review

S&CO Inc sold out of Constellation Brands (STZ) in Q1 2017, closing a stake of 3,160 shares — an estimated $484K sold.

S&CO Inc first reported a position in STZ in Q4 2016 and held it in 1 quarter. The position peaked at $484K in Q4 2016. 724 funds tracked by Wall St. Rank hold STZ as of Q1 2017.

S&CO Inc reported no remaining Constellation Brands position as of Q1 2017 after selling out during the quarter.
S&CO Inc sold 3,160 Constellation Brands shares in Q1 2017, an estimated $484K.
S&CO Inc first reported a position in Constellation Brands in Q4 2016 and held it in 1 quarter.
S&CO Inc's Constellation Brands position peaked at $484K in Q4 2016.
724 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2017.

Based on S&CO Inc's 13F filing for Q1 2017, filed 7 Apr 2017.