Accuvest Global Advisors’s Constellation Brands STZ Stock Holding History

Accuvest Global 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
2022 Q4	–	Sell	-922	Closed	-$212K	–	123
2022 Q3	$212K	Hold	922	–	–	0.15%	99
2022 Q2	$215K	Buy	+922	New	+$224K	0.14%	96
2018 Q4	–	Sell	-6,181	Closed	-$1.33M	–	144
2018 Q3	$1.33M	Sell	6,181 -96	-2%	-$20.4K	0.5%	33
2018 Q2	$1.37M	Buy	6,277 +6,136	+4,352%	+$1.39M	0.53%	33
2018 Q1	$32K	Buy	141 +115	+442%	+$25.3K	0.02%	62
2017 Q4	$6K	Hold	26	–	–	﹤0.01%	80
2017 Q3	$5K	Sell	26 -2,718	-99%	-$538K	﹤0.01%	83
2017 Q2	$532K	Sell	2,744 -276	-9%	-$49.1K	0.18%	58
2017 Q1	$489K	Buy	+3,020	New	+$471K	0.16%	57

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

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

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

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

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

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

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

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

Accuvest Global Advisors's STZ Position: Q4 2022 in Review

Accuvest Global Advisors sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 922 shares — an estimated $212K sold.

Accuvest Global Advisors first reported a position in STZ in Q1 2017 and held it in 9 quarters. The position peaked at $1.37M in Q2 2018. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

Accuvest Global Advisors reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
Accuvest Global Advisors sold 922 Constellation Brands shares in Q4 2022, an estimated $212K.
Accuvest Global Advisors first reported a position in Constellation Brands in Q1 2017 and held it in 9 quarters.
Accuvest Global Advisors's Constellation Brands position peaked at $1.37M in Q2 2018.
1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Accuvest Global Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.