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Stanford Investment Group’s Constellation Brands STZ Stock Holding History

Stanford Investment Group’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
-179
Closed -$27K – 250
2016
Q4 		$27K Sell
179
-77
-30% -$12.2K 0.01% 213
2016
Q3 		$43K Buy
256
+41
+19% +$6.76K 0.02% 168
2016
Q2 		$36K Hold
215
– – 0.02% 177
2016
Q1 		$32K Buy
+215
New +$31.1K 0.02% 191

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Stanford Investment Group's STZ Position: Q1 2017 in Review

Stanford Investment Group sold out of Constellation Brands (STZ) in Q1 2017, closing a stake of 179 shares — an estimated $27K sold.

Stanford Investment Group first reported a position in STZ in Q1 2016 and held it in 4 quarters. The position peaked at $43K in Q3 2016. 724 funds tracked by Wall St. Rank hold STZ as of Q1 2017.

  • Stanford Investment Group reported no remaining Constellation Brands position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 179 Constellation Brands shares in Q1 2017, an estimated $27K.
  • Stanford Investment Group first reported a position in Constellation Brands in Q1 2016 and held it in 4 quarters.
  • Stanford Investment Group's Constellation Brands position peaked at $43K in Q3 2016.
  • 724 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.