Altavista Wealth Management’s Constellation Brands STZ Stock Holding History

Altavista 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
2021 Q4	$1.9M	Buy	7,554 +446	+6%	+$102K	0.38%	53
2021 Q3	$1.5M	Buy	7,108 +23	+0.3%	+$5.02K	0.33%	60
2021 Q2	$1.66M	Buy	7,085 +296	+4%	+$69.5K	0.36%	56
2021 Q1	$1.55M	Buy	6,789 +431	+7%	+$97.1K	0.38%	56
2020 Q4	$1.39M	Buy	6,358 +85	+1%	+$16.7K	0.35%	56
2020 Q3	$1.19M	Buy	6,273 +31	+0.5%	+$5.65K	0.33%	59
2020 Q2	$1.09M	Sell	6,242 -493	-7%	-$82.1K	0.32%	61
2020 Q1	$966K	Buy	6,735 +905	+16%	+$160K	0.33%	60
2019 Q4	$1.11M	Sell	5,830 -279	-5%	-$52.7K	0.33%	63
2019 Q3	$1.27M	Sell	6,109 -10	-0.2%	-$2.01K	0.39%	58
2019 Q2	$1.21M	Buy	6,119 +528	+9%	+$103K	0.39%	58
2019 Q1	$980K	Buy	5,591 +1,506	+37%	+$254K	0.35%	66
2018 Q4	$657K	Buy	4,085 +788	+24%	+$157K	0.27%	84
2018 Q3	$711K	Buy	+3,297	New	+$701K	0.26%	84

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

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

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Altavista Wealth Management's STZ Position: Q4 2021 in Review

Altavista Wealth Management increased its Constellation Brands (STZ) stake by 6.3% in Q4 2021, buying an estimated $102K and bringing the position to 7,554 shares worth $1.9M. The position accounts for 0.38% of the portfolio, ranked #53.

Altavista Wealth Management first reported a position in STZ in Q3 2018 and has held it in 14 quarters since. 1,228 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

Altavista Wealth Management held 7,554 shares of Constellation Brands worth $1.9M as of Q4 2021.
Altavista Wealth Management bought 446 Constellation Brands shares in Q4 2021, an estimated $102K.
Constellation Brands made up 0.38% of Altavista Wealth Management's portfolio in Q4 2021, its #53 holding.
Altavista Wealth Management first reported a position in Constellation Brands in Q3 2018 and has held it in 14 quarters since.
1,228 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.