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Squar Milner Financial Services’s Constellation Brands STZ Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-819
Closed -$117K – 652
2020
Q1 		$117K Buy
819
+51
+7% +$9K 0.07% 235
2019
Q4 		$145K Buy
+768
New +$145K 0.07% 256
2019
Q3 		– Sell
-1,577
Closed -$311K – 650
2019
Q2 		$311K Buy
1,577
+1,001
+174% +$195K 0.21% 112
2019
Q1 		$100K Buy
+576
New +$97K 0.07% 256

Other funds holding STZ

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's STZ Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Constellation Brands (STZ) in Q2 2020, closing a stake of 819 shares — an estimated $117K sold.

Squar Milner Financial Services first reported a position in STZ in Q1 2019 and held it in 4 quarters. The position peaked at $311K in Q2 2019. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Constellation Brands position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 819 Constellation Brands shares in Q2 2020, an estimated $117K.
  • Squar Milner Financial Services first reported a position in Constellation Brands in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's Constellation Brands position peaked at $311K in Q2 2019.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.