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John Armitage

Egerton Capital

John Armitage Constellation Brands Inc, CL-A stake

total: 222

Egerton Capital STZ trades

Total transactions:
10
New positions:
1
Sold out:
1
Added:
6
Reduced:
2
Held since:
2016 Q2
Held for:
9 quarters
Latest activity:
2018 Q3
According to 2026 Q2 report, John Armitage doesn't hold any Constellation Brands Inc, CL-A (STZ) shares. To date, the estimated cost basis is nearly $173.57 for "buy" trades and estimated average "sell" price is $225.32. Egerton Capital first purchased STZ in 2016 Q2, initially acquiring about 1.85M shares. Since the initial investment in Constellation Brands Inc, CL-A (STZ), Egerton Capital has made 9 more transactions.

When did John Armitage sell Constellation Brands Inc, CL-A (STZ)?

John Armitage sold off the entire Constellation Brands Inc, CL-A (STZ) position in 2018 Q3.

When did John Armitage buy Constellation Brands Inc, CL-A (STZ)?

John Armitage first invested in Constellation Brands Inc, CL-A (STZ) in 2016 Q2 at the reported quarter-end price of $165.40 per share.

What's the cost basis of Egerton Capital's STZ stake?

The estimated cost basis for Constellation Brands Inc, CL-A (STZ) stake is around $173.57 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$173.57
Weighted AVG sell price:
$225.32

John Armitage's historical trades in Constellation Brands Inc, CL-A

10 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2018 Q3
0.00%
$218.87
-100% (-960,790)
2018 Q2
1.61%
$218.87
+18.80% (+152,026)
2018 Q1
1.50%
$227.92
-68.95% (-1,796,231)
2017 Q4
5.21%
$228.57
-15.18% (-466,062)
2017 Q3
5.48%
$199.45
+13.01% (+353,490)
2017 Q2
5.28%
$193.73
+9.33% (+231,984)
2017 Q1
4.36%
$162.07
+10.42% (+234,607)
2016 Q4
4.20%
$153.31
+0.17% (+3,801)
2016 Q3
4.24%
$166.49
+21.65% (+399,874)
2016 Q2
3.43%
$165.40
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.