3D/L Capital Management’s Constellation Brands STZ Stock Holding History

3D/L Capital 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
2023 Q1	–	Sell	-919	Closed	-$213K	–	117
2022 Q4	$213K	Buy	919 +17	+2%	+$4.07K	0.06%	96
2022 Q3	$207K	Sell	902 -99	-10%	-$24.1K	0.06%	96
2022 Q2	$233K	Sell	1,001 -121	-11%	-$29.4K	0.07%	89
2022 Q1	$258K	Buy	1,122 +3	+0.3%	+$693	0.06%	109
2021 Q4	$281K	Buy	1,119 +3	+0.3%	+$684	0.07%	107
2021 Q3	$235K	Buy	1,116 +3	+0.3%	+$655	0.06%	117
2021 Q2	$260K	Buy	1,113 +3	+0.3%	+$704	0.06%	111
2021 Q1	$253K	Buy	+1,110	New	+$250K	0.06%	108

Other funds holding STZ

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

3D/L Capital Management's STZ Position: Q1 2023 in Review

3D/L Capital Management sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 919 shares — an estimated $213K sold.

3D/L Capital Management first reported a position in STZ in Q1 2021 and held it in 8 quarters. The position peaked at $281K in Q4 2021. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

3D/L Capital Management reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
3D/L Capital Management sold 919 Constellation Brands shares in Q1 2023, an estimated $213K.
3D/L Capital Management first reported a position in Constellation Brands in Q1 2021 and held it in 8 quarters.
3D/L Capital Management's Constellation Brands position peaked at $281K in Q4 2021.
1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on 3D/L Capital Management's 13F filing for Q1 2023, filed 8 May 2023.