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Altman Advisors’s Constellation Brands STZ Stock Holding History

Altman 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
2023
Q1 		– Sell
-5,838
Closed -$1.3M – 98
2022
Q4 		$1.3M Sell
5,838
-285
-5% -$68.2K 0.8% 54
2022
Q3 		$1.41M Buy
6,123
+78
+1% +$19K 0.89% 30
2022
Q2 		$1.48M Sell
6,045
-17
-0.3% -$4.14K 0.84% 33
2022
Q1 		$1.4M Sell
6,062
-5,188
-46% -$1.2M 0.72% 52
2021
Q4 		$2.71M Buy
11,250
+328
+3% +$74.7K 1.65% 24
2021
Q3 		$2.37M Buy
10,922
+219
+2% +$47.8K 1.31% 35
2021
Q2 		$2.33M Buy
10,703
+988
+10% +$232K 1.31% 35
2021
Q1 		$2.21M Sell
9,715
-207
-2% -$46.6K 1.43% 28
2020
Q4 		$2.17M Buy
9,922
+70
+0.7% +$13.8K 1.36% 34
2020
Q3 		$1.87M Buy
9,852
+508
+5% +$92.7K 1.32% 31
2020
Q2 		$1.64M Buy
9,344
+56
+0.6% +$9.33K 1.39% 36
2020
Q1 		$1.33M Sell
9,288
-423
-4% -$74.6K 1.24% 37
2019
Q4 		$1.84M Buy
9,711
+15
+0.2% +$2.83K 1.47% 39
2019
Q3 		$2.01M Buy
9,696
+111
+1% +$22.3K 1.7% 29
2019
Q2 		$1.89M Buy
9,585
+1,127
+13% +$220K 1.59% 37
2019
Q1 		$1.48M Buy
8,458
+248
+3% +$41.8K 1.37% 44
2018
Q4 		$1.32M Sell
8,210
-293
-3% -$58.2K 1.45% 37
2018
Q3 		$1.83M Sell
8,503
-659
-7% -$140K 1.65% 40
2018
Q2 		$301 Buy
9,162
+897
+11% +$203K 0.28% 59
2018
Q1 		$1.88M Buy
8,265
+31
+0.4% +$6.83K 1.81% 26
2017
Q4 		$1.88M Buy
+8,234
New +$1.78M 1.64% 29

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Altman Advisors's STZ Position: Q1 2023 in Review

Altman Advisors sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 5,838 shares — an estimated $1.3M sold.

Altman Advisors first reported a position in STZ in Q4 2017 and held it in 21 quarters. The position peaked at $2.71M in Q4 2021. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

  • Altman Advisors reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
  • Altman Advisors sold 5,838 Constellation Brands shares in Q1 2023, an estimated $1.3M.
  • Altman Advisors first reported a position in Constellation Brands in Q4 2017 and held it in 21 quarters.
  • Altman Advisors's Constellation Brands position peaked at $2.71M in Q4 2021.
  • 1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Altman Advisors's 13F filing for Q1 2023, filed 9 May 2023.