Aspire Private Capital’s Constellation Brands STZ Stock Holding History

Aspire Private Capital’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	-13	Closed	-$3.23K	–	571
2024 Q3	$3.23K	Hold	13	–	–	﹤0.01%	510
2024 Q2	$3.23K	Hold	13	–	–	﹤0.01%	512
2024 Q1	$3.4K	Buy	13 +1	+8%	+$253	﹤0.01%	528
2023 Q4	$3.01K	Hold	12	–	–	﹤0.01%	525
2023 Q3	$3.12K	Hold	12	–	–	﹤0.01%	525
2023 Q2	$3.04K	Hold	12	–	–	﹤0.01%	503
2023 Q1	$2.78K	Hold	12	–	–	﹤0.01%	507
2022 Q4	$2.85K	Hold	12	–	–	﹤0.01%	495
2022 Q3	$3K	Hold	12	–	–	﹤0.01%	491
2022 Q2	$3K	Hold	12	–	–	﹤0.01%	470
2022 Q1	$3K	Sell	12 -3	-20%	-$693	﹤0.01%	468
2021 Q4	$4K	Hold	15	–	–	﹤0.01%	461
2021 Q3	$3K	Hold	15	–	–	﹤0.01%	462
2021 Q2	$4K	Hold	15	–	–	﹤0.01%	435
2021 Q1	$3K	Buy	15 +12	+400%	+$2.7K	﹤0.01%	441
2020 Q4	$1K	Buy	+3	New	+$590	﹤0.01%	441
2019 Q2	–	Sell	-356	Closed	-$62K	–	629
2019 Q1	$62K	Buy	+356	New	+$60K	0.03%	215

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aspire Private Capital's STZ Position: Q4 2024 in Review

Aspire Private Capital sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 13 shares — an estimated $3.23K sold.

Aspire Private Capital first reported a position in STZ in Q1 2019 and held it in 17 quarters. The position peaked at $62K in Q1 2019. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Aspire Private Capital reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 13 Constellation Brands shares in Q4 2024, an estimated $3.23K.
Aspire Private Capital first reported a position in Constellation Brands in Q1 2019 and held it in 17 quarters.
Aspire Private Capital's Constellation Brands position peaked at $62K in Q1 2019.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.