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Aristotle Atlantic Partners’s Constellation Brands STZ Stock Holding History

Aristotle Atlantic Partners’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
Q4 		– Sell
-800
Closed -$206K – 96
2024
Q3 		$206K Hold
800
– – 0.01% 95
2024
Q2 		$206K Sell
800
-16
-2% -$4.12K 0.01% 93
2024
Q1 		$222K Sell
816
-7,477
-90% -$1.89M 0.01% 91
2023
Q4 		$2M Buy
8,293
+433
+6% +$103K 0.07% 76
2023
Q3 		$1.98M Sell
7,860
-257
-3% -$67.1K 0.08% 79
2023
Q2 		$2M Buy
8,117
+6,001
+284% +$1.4M 0.08% 80
2023
Q1 		$478K Sell
2,116
-508
-19% -$113K 0.02% 91
2022
Q4 		$608K Sell
2,624
-364
-12% -$87.1K 0.03% 85
2022
Q3 		$687K Buy
2,988
+326
+12% +$79.5K 0.04% 83
2022
Q2 		$620K Buy
2,662
+925
+53% +$225K 0.05% 86
2022
Q1 		$400K Buy
1,737
+176
+11% +$40.6K 0.02% 91
2021
Q4 		$392K Buy
1,561
+33
+2% +$7.52K 0.02% 91
2021
Q3 		$322K Sell
1,528
-392
-20% -$85.6K 0.02% 92
2021
Q2 		$449K Buy
1,920
+72
+4% +$16.9K 0.03% 88
2021
Q1 		$421K Buy
+1,848
New +$416K 0.03% 85

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 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Aristotle Atlantic Partners's STZ Position: Q4 2024 in Review

Aristotle Atlantic Partners sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 800 shares — an estimated $206K sold.

Aristotle Atlantic Partners first reported a position in STZ in Q1 2021 and held it in 15 quarters. The position peaked at $2M in Q4 2023. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Aristotle Atlantic Partners reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Aristotle Atlantic Partners sold 800 Constellation Brands shares in Q4 2024, an estimated $206K.
  • Aristotle Atlantic Partners first reported a position in Constellation Brands in Q1 2021 and held it in 15 quarters.
  • Aristotle Atlantic Partners's Constellation Brands position peaked at $2M in Q4 2023.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Aristotle Atlantic Partners's 13F filing for Q4 2024, filed 14 Feb 2025.