SHJ
STZ icon

Sharkey, Howes & Javer’s Constellation Brands STZ Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-122
Closed -$24K – 153
2019
Q2 		$24K Hold
122
– – 0.01% 134
2019
Q1 		$21K Hold
122
– – 0.01% 137
2018
Q4 		$20K Hold
122
– – 0.01% 136
2018
Q3 		$26K Hold
122
– – 0.01% 134
2018
Q2 		$27K Hold
122
– – 0.02% 128
2018
Q1 		$27K Hold
122
– – 0.02% 116
2017
Q4 		$28K Hold
122
– – 0.02% 114
2017
Q3 		$25K Hold
122
– – 0.01% 122
2017
Q2 		$24K Hold
122
– – 0.01% 118
2017
Q1 		$20K Hold
122
– – 0.01% 138
2016
Q4 		$19K Hold
122
– – 0.01% 142
2016
Q3 		$20K Hold
122
– – 0.01% 136
2016
Q2 		$20K Buy
+122
New +$19.1K 0.01% 137

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return