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Sitrin Capital Management’s Constellation Brands STZ Stock Holding History

Sitrin Capital 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
2020
Q1 		– Sell
-34,380
Closed -$6.52M – 44
2019
Q4 		$6.52M Sell
34,380
-50
-0.1% -$9.44K 3.34% 15
2019
Q3 		$7.14M Sell
34,430
-232
-0.7% -$46.6K 3.9% 6
2019
Q2 		$6.83M Buy
34,662
+8,581
+33% +$1.68M 3.64% 10
2019
Q1 		$4.57M Buy
26,081
+220
+0.9% +$37.1K 2.45% 28
2018
Q4 		$4.16M Buy
+25,861
New +$5.14M 2.54% 26

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.56T AUM 27.86% 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 $75B AUM 11.27% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sitrin Capital Management's STZ Position: Q1 2020 in Review

Sitrin Capital Management sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 34,380 shares — an estimated $6.52M sold.

Sitrin Capital Management first reported a position in STZ in Q4 2018 and held it in 5 quarters. The position peaked at $7.14M in Q3 2019. 960 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

  • Sitrin Capital Management reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
  • Sitrin Capital Management sold 34,380 Constellation Brands shares in Q1 2020, an estimated $6.52M.
  • Sitrin Capital Management first reported a position in Constellation Brands in Q4 2018 and held it in 5 quarters.
  • Sitrin Capital Management's Constellation Brands position peaked at $7.14M in Q3 2019.
  • 960 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on Sitrin Capital Management's 13F filing for Q1 2020, filed 11 May 2020.