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Annapolis Financial Services’s Constellation Brands STZ Stock Holding History

Annapolis Financial Services’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
Q3 		$19.3K Hold
75
– – 0.01% 226
2024
Q2 		$19.3K Hold
75
– – 0.01% 220
2024
Q1 		$20.4K Hold
75
– – 0.01% 215
2023
Q4 		$18.1K Hold
75
– – ﹤0.01% 289
2023
Q3 		$18.9K Hold
75
– – 0.01% 271
2023
Q2 		$18.5K Hold
75
– – 0.01% 276
2023
Q1 		$16.9K Hold
75
– – 0.01% 262
2022
Q4 		$17.4K Sell
75
-300
-80% -$71.8K 0.01% 259
2022
Q3 		$86K Buy
375
+300
+400% +$73.1K 0.03% 143
2022
Q2 		$17K Hold
75
– – 0.01% 260
2022
Q1 		$17K Hold
75
– – 0.01% 270
2021
Q4 		$19K Sell
75
-78
-51% -$17.8K 0.01% 268
2021
Q3 		$32K Buy
+153
New +$33.4K 0.01% 204

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Annapolis Financial Services's STZ Position: Q3 2024 in Review

Annapolis Financial Services held its Constellation Brands (STZ) position steady in Q3 2024 at 75 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #226.

Annapolis Financial Services first reported a position in STZ in Q3 2021 and has held it in 13 quarters since. The position peaked at $86K in Q3 2022. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • Annapolis Financial Services held 75 shares of Constellation Brands worth $19.3K as of Q3 2024.
  • Annapolis Financial Services left its Constellation Brands share count unchanged in Q3 2024.
  • Constellation Brands made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #226 holding.
  • Annapolis Financial Services first reported a position in Constellation Brands in Q3 2021 and has held it in 13 quarters since.
  • Annapolis Financial Services's Constellation Brands position peaked at $86K in Q3 2022.
  • 1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.