American Research & Management Company’s Constellation Brands STZ Stock Holding History

American Research & Management Company’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 Q3	$9K	Sell	40 -35	-47%	-$8.53K	﹤0.01%	295
2022 Q2	$17K	Hold	75	–	–	﹤0.01%	274
2022 Q1	$17K	Hold	75	–	–	﹤0.01%	279
2021 Q4	$19K	Hold	75	–	–	﹤0.01%	272
2021 Q3	$16K	Sell	75 -200	-73%	-$43.7K	﹤0.01%	277
2021 Q2	$64K	Buy	275 +200	+267%	+$47K	0.01%	202
2021 Q1	$17K	Hold	75	–	–	﹤0.01%	265
2020 Q4	$16K	Buy	+75	New	+$14.7K	﹤0.01%	273

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Research & Management Company's STZ Position: Q3 2022 in Review

American Research & Management Company reduced its Constellation Brands (STZ) stake by 47% in Q3 2022, selling an estimated $8.53K and leaving 40 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

American Research & Management Company first reported a position in STZ in Q4 2020 and has held it in 8 quarters since. The position peaked at $64K in Q2 2021. 1,212 funds tracked by Wall St. Rank hold STZ as of Q3 2022.

American Research & Management Company held 40 shares of Constellation Brands worth $9K as of Q3 2022.
American Research & Management Company sold 35 Constellation Brands shares in Q3 2022, an estimated $8.53K.
Constellation Brands made up ﹤0.01% of American Research & Management Company's portfolio in Q3 2022, its #295 holding.
American Research & Management Company first reported a position in Constellation Brands in Q4 2020 and has held it in 8 quarters since.
American Research & Management Company's Constellation Brands position peaked at $64K in Q2 2021.
1,212 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.