WIL
STZ icon

Winifred I. Li’s Constellation Brands STZ Stock Holding History

Winifred I. Li’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
2014
Q4 		$5K Buy
55
+30
+120% +$2.75K ﹤0.01% 438
2014
Q3 		$2K Buy
+25
New +$2.17K ﹤0.01% 398

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Winifred I. Li's STZ Position: Q4 2014 in Review

Winifred I. Li increased its Constellation Brands (STZ) stake by 120% in Q4 2014, buying an estimated $2.75K and bringing the position to 55 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Winifred I. Li first reported a position in STZ in Q3 2014 and has held it in 2 quarters since. 532 funds tracked by Wall St. Rank hold STZ as of Q4 2014.

  • Winifred I. Li held 55 shares of Constellation Brands worth $5K as of Q4 2014.
  • Winifred I. Li bought 30 Constellation Brands shares in Q4 2014, an estimated $2.75K.
  • Constellation Brands made up ﹤0.01% of Winifred I. Li's portfolio in Q4 2014, its #438 holding.
  • Winifred I. Li first reported a position in Constellation Brands in Q3 2014 and has held it in 2 quarters since.
  • 532 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.