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Winthrop Partners - WNY’s Constellation Brands STZ Stock Holding History

Winthrop Partners - WNY’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
2019
Q3 		$6.22K Buy
+30
New +$6.02K ﹤0.01% 265
2018
Q2 		– Sell
-50
Closed -$11.3K – 353
2018
Q1 		$11.3K Buy
+50
New +$11K 0.01% 320

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
Capital World Investors
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winthrop Partners - WNY's STZ Position: Q3 2019 in Review

Winthrop Partners - WNY opened a new position in Constellation Brands (STZ) in Q3 2019: 30 shares worth $6.22K. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Winthrop Partners - WNY previously reported a position in STZ as recently as Q1 2018.

Winthrop Partners - WNY first reported a position in STZ in Q1 2018 and has held it in 2 quarters since. The position peaked at $11.3K in Q1 2018. 1,027 funds tracked by Wall St. Rank hold STZ as of Q3 2019.

  • Winthrop Partners - WNY held 30 shares of Constellation Brands worth $6.22K as of Q3 2019.
  • Constellation Brands was a new Winthrop Partners - WNY position in Q3 2019.
  • Constellation Brands made up ﹤0.01% of Winthrop Partners - WNY's portfolio in Q3 2019, its #265 holding.
  • Winthrop Partners - WNY first reported a position in Constellation Brands in Q1 2018 and has held it in 2 quarters since.
  • Winthrop Partners - WNY's Constellation Brands position peaked at $11.3K in Q1 2018.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.