Zurich Insurance Group’s Constellation Brands STZ Stock Holding History

Zurich Insurance Group’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 Q4	–	Sell	-28,363	Closed	-$5.88M	–	453
2019 Q3	$5.88M	Sell	28,363 -17,069	-38%	-$3.43M	0.11%	214
2019 Q2	$8.95M	Buy	45,432 +1,425	+3%	+$278K	0.18%	163
2019 Q1	$7.72M	Buy	44,007 +12,252	+39%	+$2.06M	0.16%	180
2018 Q4	$5.11M	Buy	31,755 +6,539	+26%	+$1.3M	0.12%	202
2018 Q3	$5.44M	Sell	25,216 -11,300	-31%	-$2.4M	0.12%	213
2018 Q2	$7.99M	Sell	36,516 -1,686	-4%	-$381K	0.18%	163
2018 Q1	$8.71M	Sell	38,202 -20,564	-35%	-$4.53M	0.2%	138
2017 Q4	$13.4M	Buy	58,766 +6,976	+13%	+$1.51M	0.31%	69
2017 Q3	$10.3M	Buy	51,790 +13,322	+35%	+$2.64M	0.28%	84
2017 Q2	$7.45M	Sell	38,468 -12,296	-24%	-$2.19M	0.21%	112
2017 Q1	$8.23M	Buy	50,764 +6,895	+16%	+$1.07M	0.24%	93
2016 Q4	$6.73M	Sell	43,869 -4,060	-8%	-$645K	0.21%	116
2016 Q3	$7.98M	Sell	47,929 -22,654	-32%	-$3.73M	0.27%	99
2016 Q2	$11.7M	Sell	70,583 -340	-0.5%	-$53.2K	0.41%	65
2016 Q1	$10.7M	Sell	70,923 -20,325	-22%	-$2.94M	0.38%	66
2015 Q4	$13M	Sell	91,248 -71,481	-44%	-$9.84M	0.47%	61
2015 Q3	$20.4M	Buy	+162,729	New	+$20.1M	0.75%	41

Other funds holding STZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

KCM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Zurich Insurance Group's STZ Position: Q4 2019 in Review

Zurich Insurance Group sold out of Constellation Brands (STZ) in Q4 2019, closing a stake of 28,363 shares — an estimated $5.88M sold.

Zurich Insurance Group first reported a position in STZ in Q3 2015 and held it in 17 quarters. The position peaked at $20.4M in Q3 2015. 1,053 funds tracked by Wall St. Rank hold STZ as of Q4 2019.

Zurich Insurance Group reported no remaining Constellation Brands position as of Q4 2019 after selling out during the quarter.
Zurich Insurance Group sold 28,363 Constellation Brands shares in Q4 2019, an estimated $5.88M.
Zurich Insurance Group first reported a position in Constellation Brands in Q3 2015 and held it in 17 quarters.
Zurich Insurance Group's Constellation Brands position peaked at $20.4M in Q3 2015.
1,053 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2019.

Based on Zurich Insurance Group's 13F filing for Q4 2019, filed 14 Feb 2020.