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Achmea Investment Management’s Constellation Brands STZ Stock Holding History

Achmea 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
2024
Q4 		– Sell
-3,542
Closed -$913K – 414
2024
Q3 		$913K Hold
3,542
– – 0.02% 367
2024
Q2 		$911K Hold
3,542
– – 0.02% 359
2024
Q1 		$962K Hold
3,542
– – 0.02% 368
2023
Q4 		$856K Hold
3,542
– – 0.02% 404
2023
Q3 		$890K Sell
3,542
-476
-12% -$124K 0.02% 400
2023
Q2 		$988K Buy
4,018
+291
+8% +$68.1K 0.02% 430
2023
Q1 		$842K Hold
3,727
– – 0.02% 409
2022
Q4 		$809K Hold
3,727
– – 0.03% 427
2022
Q3 		$856K Sell
3,727
-4,211
-53% -$1.03M 0.03% 415
2022
Q2 		$1.85M Hold
7,938
– – 0.06% 300
2022
Q1 		$1.83M Hold
7,938
– – 0.05% 348
2021
Q4 		$1.99M Hold
7,938
– – 0.09% 193
2021
Q3 		$1.67M Buy
7,938
+272
+4% +$59.4K 0.05% 366
2021
Q2 		$1.79M Hold
7,666
– – 0.06% 344
2021
Q1 		$1.75M Hold
7,666
– – 0.06% 343
2020
Q4 		$1.68M Buy
7,666
+4,169
+119% +$820K 0.06% 339
2020
Q3 		$663K Sell
3,497
-5,479
-61% -$999K 0.03% 414
2020
Q2 		$1.57M Hold
8,976
– – 0.05% 202
2020
Q1 		$1.29M Buy
8,976
+5,479
+157% +$967K 0.06% 171
2019
Q4 		$664K Buy
+3,497
New +$660K 0.03% 416
2018
Q4 		– Sell
-26,241
Closed -$5.66M – 489
2018
Q3 		$5.66M Hold
26,241
– – 0.21% 111
2018
Q2 		$5.74M Hold
26,241
– – 0.2% 128
2018
Q1 		$5.98M Hold
26,241
– – 0.2% 129
2017
Q4 		$6M Buy
26,241
+16,898
+181% +$3.65M 0.2% 121
2017
Q3 		$1.86M Hold
9,343
– – 0.11% 247
2017
Q2 		$1.81M Buy
9,343
+4,377
+88% +$779K 0.11% 240
2017
Q1 		$805K Buy
+4,966
New +$774K 0.04% 389

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Achmea Investment Management's STZ Position: Q4 2024 in Review

Achmea Investment Management sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 3,542 shares — an estimated $913K sold.

Achmea Investment Management first reported a position in STZ in Q1 2017 and held it in 27 quarters. The position peaked at $6M in Q4 2017. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Achmea Investment Management reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Achmea Investment Management sold 3,542 Constellation Brands shares in Q4 2024, an estimated $913K.
  • Achmea Investment Management first reported a position in Constellation Brands in Q1 2017 and held it in 27 quarters.
  • Achmea Investment Management's Constellation Brands position peaked at $6M in Q4 2017.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Achmea Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.