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USA Financial Formulas’s Constellation Brands STZ Stock Holding History

USA Financial Formulas’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
-16,746
Closed -$3.83M – 403
2017
Q4 		$3.83M Buy
+16,746
New +$3.62M 0.91% 43

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

USA Financial Formulas's STZ Position: Q1 2018 in Review

USA Financial Formulas sold out of Constellation Brands (STZ) in Q1 2018, closing a stake of 16,746 shares — an estimated $3.83M sold.

USA Financial Formulas first reported a position in STZ in Q4 2017 and held it in 1 quarter. The position peaked at $3.83M in Q4 2017. 922 funds tracked by Wall St. Rank hold STZ as of Q1 2018.

  • USA Financial Formulas reported no remaining Constellation Brands position as of Q1 2018 after selling out during the quarter.
  • USA Financial Formulas sold 16,746 Constellation Brands shares in Q1 2018, an estimated $3.83M.
  • USA Financial Formulas first reported a position in Constellation Brands in Q4 2017 and held it in 1 quarter.
  • USA Financial Formulas's Constellation Brands position peaked at $3.83M in Q4 2017.
  • 922 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2018.

Based on USA Financial Formulas's 13F filing for Q1 2018, filed 3 Apr 2018.