Aevitas Wealth Management’s Constellation Brands STZ Stock Holding History

Aevitas Wealth 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
2022 Q4	$1.5M	Buy	6,478 +8	+0.1%	+$1.92K	0.89%	28
2022 Q3	$1.49M	Buy	6,470 +9	+0.1%	+$2.19K	1.12%	24
2022 Q2	$1.51M	Buy	6,461 +9	+0.1%	+$2.19K	1.02%	30
2022 Q1	$1.49M	Buy	6,452 +94	+1%	+$21.7K	0.91%	33
2021 Q4	$1.6M	Sell	6,358 -31	-0.5%	-$7.07K	0.95%	29
2021 Q3	$1.35M	Buy	6,389 +10	+0.2%	+$2.18K	0.86%	31
2021 Q2	$1.49M	Sell	6,379 -5	-0.1%	-$1.17K	0.95%	32
2021 Q1	$1.46M	Buy	6,384 +9	+0.1%	+$2.03K	1.02%	28
2020 Q4	$1.4M	Buy	6,375 +10	+0.2%	+$1.97K	1.02%	27
2020 Q3	$1.21M	Buy	6,365 +770	+14%	+$140K	0.99%	27
2020 Q2	$979K	Buy	5,595 +995	+22%	+$166K	0.9%	28
2020 Q1	$702K	Buy	+4,600	New	+$812K	0.79%	37

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

Aevitas Wealth Management's STZ Position: Q4 2022 in Review

Aevitas Wealth Management increased its Constellation Brands (STZ) stake by 0.12% in Q4 2022, buying an estimated $1.92K and bringing the position to 6,478 shares worth $1.5M. The position accounts for 0.89% of the portfolio, ranked #28.

Aevitas Wealth Management first reported a position in STZ in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.6M in Q4 2021. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

Aevitas Wealth Management held 6,478 shares of Constellation Brands worth $1.5M as of Q4 2022.
Aevitas Wealth Management bought 8 Constellation Brands shares in Q4 2022, an estimated $1.92K.
Constellation Brands made up 0.89% of Aevitas Wealth Management's portfolio in Q4 2022, its #28 holding.
Aevitas Wealth Management first reported a position in Constellation Brands in Q1 2020 and has held it in 12 quarters since.
Aevitas Wealth Management's Constellation Brands position peaked at $1.6M in Q4 2021.
1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.