Truepoint Inc’s Constellation Brands STZ Stock Holding History

Truepoint Inc’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 Q4	–	Sell	-1,474	Closed	-$294K	–	108
2017 Q3	$294K	Buy	+1,474	New	+$292K	0.03%	79
2017 Q2	–	Sell	-1,344	Closed	-$218K	–	108
2017 Q1	$218K	Hold	1,344	–	–	0.02%	90
2016 Q4	$208K	Sell	1,344 -6	-0.4%	-$953	0.02%	88
2016 Q3	$225K	Buy	1,350 +6	+0.4%	+$989	0.03%	70
2016 Q2	$222K	Hold	1,344	–	–	0.03%	69
2016 Q1	$203K	Buy	+1,344	New	+$194K	0.03%	71

Other funds holding STZ

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

Truepoint Inc's STZ Position: Q4 2017 in Review

Truepoint Inc sold out of Constellation Brands (STZ) in Q4 2017, closing a stake of 1,474 shares — an estimated $294K sold.

Truepoint Inc first reported a position in STZ in Q1 2016 and held it in 6 quarters. The position peaked at $294K in Q3 2017. 885 funds tracked by Wall St. Rank hold STZ as of Q4 2017.

Truepoint Inc reported no remaining Constellation Brands position as of Q4 2017 after selling out during the quarter.
Truepoint Inc sold 1,474 Constellation Brands shares in Q4 2017, an estimated $294K.
Truepoint Inc first reported a position in Constellation Brands in Q1 2016 and held it in 6 quarters.
Truepoint Inc's Constellation Brands position peaked at $294K in Q3 2017.
885 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2017.

Based on Truepoint Inc's 13F filing for Q4 2017, filed 5 Feb 2018.