SC
STZ icon

Sumit Capital’s Constellation Brands STZ Stock Holding History

Sumit Capital’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
2014
Q4 		– Sell
-3,206
Closed -$279K – 68
2014
Q3 		$279K Buy
+3,206
New +$279K 1.1% 25

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Sumit Capital's STZ Position: Q4 2014 in Review

Sumit Capital sold out of Constellation Brands (STZ) in Q4 2014, closing a stake of 3,206 shares — an estimated $279K sold.

Sumit Capital first reported a position in STZ in Q3 2014 and held it in 1 quarter. The position peaked at $279K in Q3 2014. 531 funds tracked by Wall St. Rank hold STZ as of Q4 2014.

  • Sumit Capital reported no remaining Constellation Brands position as of Q4 2014 after selling out during the quarter.
  • Sumit Capital sold 3,206 Constellation Brands shares in Q4 2014, an estimated $279K.
  • Sumit Capital first reported a position in Constellation Brands in Q3 2014 and held it in 1 quarter.
  • Sumit Capital's Constellation Brands position peaked at $279K in Q3 2014.
  • 531 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2014.

Based on Sumit Capital's 13F filing for Q4 2014, filed 9 Feb 2015.