YHB Investment Advisors’s Constellation Brands STZ Stock Holding History

YHB Investment Advisors’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
2016 Q3	–	Sell	-5,644	Closed	-$934K	–	171
2016 Q2	$934K	Buy	+5,644	New	+$884K	0.21%	100
2016 Q1	–	Sell	-11,535	Closed	-$1.64M	–	163
2015 Q4	$1.64M	Sell	11,535 -2,800	-20%	-$386K	0.37%	77
2015 Q3	$1.79M	Sell	14,335 -4,925	-26%	-$608K	0.42%	72
2015 Q2	$2.23M	Buy	19,260 +260	+1%	+$30.7K	0.49%	69
2015 Q1	$2.21M	Sell	19,000 -650	-3%	-$73.1K	0.5%	66
2014 Q4	$1.93M	Sell	19,650 -15	-0.1%	-$1.37K	0.44%	73
2014 Q3	$1.71M	Sell	19,665 -13,340	-40%	-$1.16M	0.41%	79
2014 Q2	$2.91M	Buy	33,005 +400	+1%	+$33K	0.7%	56
2014 Q1	$2.77M	Buy	32,605 +1,600	+5%	+$127K	0.7%	54
2013 Q4	$2.18M	Hold	31,005	–	–	0.59%	61
2013 Q3	$1.78M	Buy	31,005 +2,100	+7%	+$114K	0.53%	64
2013 Q2	$1.51M	Buy	+28,905	New	+$1.46M	0.47%	68

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

KCM

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

YHB Investment Advisors's STZ Position: Q3 2016 in Review

YHB Investment Advisors sold out of Constellation Brands (STZ) in Q3 2016, closing a stake of 5,644 shares — an estimated $934K sold.

YHB Investment Advisors first reported a position in STZ in Q2 2013 and held it in 12 quarters. The position peaked at $2.91M in Q2 2014. 713 funds tracked by Wall St. Rank hold STZ as of Q3 2016.

YHB Investment Advisors reported no remaining Constellation Brands position as of Q3 2016 after selling out during the quarter.
YHB Investment Advisors sold 5,644 Constellation Brands shares in Q3 2016, an estimated $934K.
YHB Investment Advisors first reported a position in Constellation Brands in Q2 2013 and held it in 12 quarters.
YHB Investment Advisors's Constellation Brands position peaked at $2.91M in Q2 2014.
713 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2016.

Based on YHB Investment Advisors's 13F filing for Q3 2016, filed 24 Oct 2016.