ZIM
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Zacks Investment Management’s Constellation Brands STZ Stock Holding History

Zacks Investment 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
2017
Q4 		– Sell
-1,013
Closed -$202K – 645
2017
Q3 		$202K Sell
1,013
-483
-32% -$95.6K ﹤0.01% 526
2017
Q2 		$290K Buy
1,496
+156
+12% +$27.8K 0.01% 491
2017
Q1 		$217K Buy
+1,340
New +$209K 0.01% 561
2016
Q2 		– Sell
-8,304
Closed -$1.25M – 708
2016
Q1 		$1.25M Buy
8,304
+1,800
+28% +$260K 0.04% 278
2015
Q4 		$926K Buy
6,504
+280
+4% +$38.6K 0.03% 309
2015
Q3 		$779K Buy
6,224
+177
+3% +$21.8K 0.03% 347
2015
Q2 		$702K Buy
6,047
+407
+7% +$48.1K 0.02% 371
2015
Q1 		$655K Buy
5,640
+639
+13% +$71.9K 0.02% 376
2014
Q4 		$491K Sell
5,001
-5,323
-52% -$487K 0.02% 419
2014
Q3 		$900K Buy
+10,324
New +$898K 0.03% 278
2014
Q2 		– Sell
-5,925
Closed -$503K – 744
2014
Q1 		$503K Sell
5,925
-6,899
-54% -$549K 0.02% 395
2013
Q4 		$903K Buy
12,824
+8,075
+170% +$540K 0.04% 264
2013
Q3 		$273K Buy
4,749
+848
+22% +$46.2K 0.01% 539
2013
Q2 		$203K Buy
+3,901
New +$197K 0.01% 571

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
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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zacks Investment Management's STZ Position: Q4 2017 in Review

Zacks Investment Management sold out of Constellation Brands (STZ) in Q4 2017, closing a stake of 1,013 shares — an estimated $202K sold.

Zacks Investment Management first reported a position in STZ in Q2 2013 and held it in 14 quarters. The position peaked at $1.25M in Q1 2016. 885 funds tracked by Wall St. Rank hold STZ as of Q4 2017.

  • Zacks Investment Management reported no remaining Constellation Brands position as of Q4 2017 after selling out during the quarter.
  • Zacks Investment Management sold 1,013 Constellation Brands shares in Q4 2017, an estimated $202K.
  • Zacks Investment Management first reported a position in Constellation Brands in Q2 2013 and held it in 14 quarters.
  • Zacks Investment Management's Constellation Brands position peaked at $1.25M in Q1 2016.
  • 885 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2017.

Based on Zacks Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.