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Winslow Evans & Crocker’s Constellation Brands STZ Stock Holding History

Winslow Evans & Crocker’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
Q4 		$968K Buy
5,670
+1,802
+47% +$354K 0.18% 130
2020
Q3 		$734K Sell
3,868
-95
-2% -$17.3K 0.18% 126
2020
Q2 		$694K Sell
3,963
-405
-9% -$67.5K 0.19% 115
2020
Q1 		$628K Buy
4,368
+346
+9% +$61K 0.21% 104
2019
Q4 		$764K Sell
4,022
-342
-8% -$64.6K 0.19% 117
2019
Q3 		$906K Sell
4,364
-72
-2% -$14.5K 0.25% 89
2019
Q2 		$874K Sell
4,436
-72
-2% -$14.1K 0.24% 96
2019
Q1 		$792K Buy
4,508
+1,046
+30% +$176K 0.22% 98
2018
Q4 		$558K Hold
3,462
– – 0.19% 118
2018
Q3 		$748K Sell
3,462
-216
-6% -$45.9K 0.23% 102
2018
Q2 		$808K Buy
3,678
+54
+1% +$12.2K 0.25% 96
2018
Q1 		$825K Buy
3,624
+92
+3% +$20.3K 0.27% 87
2017
Q4 		$807K Sell
3,532
-990
-22% -$214K 0.26% 89
2017
Q3 		$902K Sell
4,522
-1,696
-27% -$336K 0.3% 76
2017
Q2 		$1.2M Buy
6,218
+524
+9% +$93.3K 0.33% 76
2017
Q1 		$923K Buy
5,694
+916
+19% +$143K 0.29% 74
2016
Q4 		$732K Sell
4,778
-90
-2% -$14.3K 0.23% 99
2016
Q3 		$810K Buy
4,868
+1,040
+27% +$171K 0.23% 96
2016
Q2 		$633K Sell
3,828
-2,177
-36% -$341K 0.19% 117
2016
Q1 		$907K Buy
6,005
+209
+4% +$30.2K 0.27% 86
2015
Q4 		$825K Buy
5,796
+3,266
+129% +$450K 0.24% 96
2015
Q3 		$317K Hold
2,530
– – 0.1% 210
2015
Q2 		$294K Hold
2,530
– – 0.08% 238
2015
Q1 		$294K Buy
2,530
+144
+6% +$16.2K 0.08% 243
2014
Q4 		$234K Sell
2,386
-3,776
-61% -$346K 0.07% 266
2014
Q3 		$537K Buy
6,162
+5,092
+476% +$443K 0.15% 158
2014
Q2 		$94.3K Buy
1,070
+355
+50% +$29.3K 0.03% 375
2014
Q1 		$60.8K Buy
715
+215
+43% +$17.1K 0.02% 450
2013
Q4 		$35K Buy
+500
New +$33.4K 0.01% 575

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winslow Evans & Crocker's STZ Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Constellation Brands (STZ) stake by 47% in Q4 2020, buying an estimated $354K and bringing the position to 5,670 shares worth $968K. The position accounts for 0.18% of the portfolio, ranked #130.

Winslow Evans & Crocker first reported a position in STZ in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.2M in Q2 2017. 1,132 funds tracked by Wall St. Rank hold STZ as of Q4 2020.

  • Winslow Evans & Crocker held 5,670 shares of Constellation Brands worth $968K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,802 Constellation Brands shares in Q4 2020, an estimated $354K.
  • Constellation Brands made up 0.18% of Winslow Evans & Crocker's portfolio in Q4 2020, its #130 holding.
  • Winslow Evans & Crocker first reported a position in Constellation Brands in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Constellation Brands position peaked at $1.2M in Q2 2017.
  • 1,132 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.