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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sharkey, Howes & Javer's STZ Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of Constellation Brands (STZ) in Q3 2019, closing a stake of 122 shares — an estimated $24K sold.

Sharkey, Howes & Javer first reported a position in STZ in Q2 2016 and held it in 13 quarters. The position peaked at $28K in Q4 2017. 1,028 funds tracked by Wall St. Rank hold STZ as of Q3 2019.

Sharkey, Howes & Javer reported no remaining Constellation Brands position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 122 Constellation Brands shares in Q3 2019, an estimated $24K.
Sharkey, Howes & Javer first reported a position in Constellation Brands in Q2 2016 and held it in 13 quarters.
Sharkey, Howes & Javer's Constellation Brands position peaked at $28K in Q4 2017.
1,028 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.