Wilbanks Smith & Thomas Asset Management’s Constellation Brands STZ Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2020 Q1	–	Sell	-1,198	Closed	-$227K	–	437
2019 Q4	$227K	Sell	1,198 -7	-0.6%	-$1.32K	0.01%	377
2019 Q3	$250K	Buy	1,205 +4	+0.3%	+$803	0.02%	351
2019 Q2	$237K	Buy	1,201 +20	+2%	+$3.9K	0.02%	366
2019 Q1	$207K	Buy	+1,181	New	+$199K	0.01%	387
2018 Q4	–	Sell	-653	Closed	-$141K	–	1194
2018 Q3	$141K	Buy	+653	New	+$139K	0.01%	470

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KCM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's STZ Position: Q1 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of Constellation Brands (STZ) in Q1 2020, closing a stake of 1,198 shares — an estimated $227K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in STZ in Q3 2018 and held it in 5 quarters. The position peaked at $250K in Q3 2019. 959 funds tracked by Wall St. Rank hold STZ as of Q1 2020.

Wilbanks Smith & Thomas Asset Management reported no remaining Constellation Brands position as of Q1 2020 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 1,198 Constellation Brands shares in Q1 2020, an estimated $227K.
Wilbanks Smith & Thomas Asset Management first reported a position in Constellation Brands in Q3 2018 and held it in 5 quarters.
Wilbanks Smith & Thomas Asset Management's Constellation Brands position peaked at $250K in Q3 2019.
959 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2020, filed 6 May 2020.