Thomas Russo’s Constellation Brands STZ Stock Holding History

Thomas Russo’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
2018 Q1	–	Sell	-200	Closed	-$46K	–	150
2017 Q4	$46K	Buy	+200	New	+$43.2K	﹤0.01%	160

Other funds holding STZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Thomas Russo's STZ Position: Q1 2018 in Review

Thomas Russo sold out of Constellation Brands (STZ) in Q1 2018, closing a stake of 200 shares — an estimated $46K sold.

Thomas Russo first reported a position in STZ in Q4 2017 and held it in 1 quarter. The position peaked at $46K in Q4 2017. 923 funds tracked by Wall St. Rank hold STZ as of Q1 2018.

Thomas Russo reported no remaining Constellation Brands position as of Q1 2018 after selling out during the quarter.
Thomas Russo sold 200 Constellation Brands shares in Q1 2018, an estimated $46K.
Thomas Russo first reported a position in Constellation Brands in Q4 2017 and held it in 1 quarter.
Thomas Russo's Constellation Brands position peaked at $46K in Q4 2017.
923 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2018.

Based on Gardner Russo & Quinn's 13F filing for Q1 2018, filed 11 May 2018.