TDAM USA’s Constellation Brands STZ Stock Holding History

TDAM USA’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 Q1	–	Sell	-1,417	Closed	-$228K	–	297
2018 Q4	$228K	Hold	1,417	–	–	0.02%	297
2018 Q3	$306K	Hold	1,417	–	–	0.02%	288
2018 Q2	$310K	Hold	1,417	–	–	0.02%	288
2018 Q1	$323K	Hold	1,417	–	–	0.02%	286
2017 Q4	$324K	Hold	1,417	–	–	0.02%	283
2017 Q3	$283K	Hold	1,417	–	–	0.02%	297
2017 Q2	$275K	Hold	1,417	–	–	0.01%	298
2017 Q1	$230K	Hold	1,417	–	–	0.01%	312
2016 Q4	$217K	Buy	+1,417	New	+$225K	0.01%	327

Other funds holding STZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

TDAM USA's STZ Position: Q1 2019 in Review

TDAM USA sold out of Constellation Brands (STZ) in Q1 2019, closing a stake of 1,417 shares — an estimated $228K sold.

TDAM USA first reported a position in STZ in Q4 2016 and held it in 9 quarters. The position peaked at $324K in Q4 2017. 1,002 funds tracked by Wall St. Rank hold STZ as of Q1 2019.

TDAM USA reported no remaining Constellation Brands position as of Q1 2019 after selling out during the quarter.
TDAM USA sold 1,417 Constellation Brands shares in Q1 2019, an estimated $228K.
TDAM USA first reported a position in Constellation Brands in Q4 2016 and held it in 9 quarters.
TDAM USA's Constellation Brands position peaked at $324K in Q4 2017.
1,002 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2019.

Based on TDAM USA's 13F filing for Q1 2019, filed 8 May 2019.