AI
STZ icon

AXS Investments’s Constellation Brands STZ Stock Holding History

AXS Investments’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
-7,150
Closed -$1.84M – 243
2024
Q3 		$1.84M Buy
+7,150
New +$1.77M 0.49% 61
2024
Q1 		– Sell
-299
Closed -$72.3K – 411
2023
Q4 		$72.3K Sell
299
-40
-12% -$9.51K 0.02% 350
2023
Q3 		$85.2K Buy
339
+254
+299% +$66.3K 0.02% 310
2023
Q2 		$20.9K Sell
85
-30
-26% -$7.02K 0.01% 375
2023
Q1 		$26K Buy
115
+4
+4% +$890 0.01% 334
2022
Q4 		$25.7K Buy
+111
New +$26.6K 0.01% 315
2022
Q1 		– Sell
-1,087
Closed -$273K – 180
2021
Q4 		$273K Buy
+1,087
New +$248K 0.06% 144

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

AXS Investments's STZ Position: Q4 2024 in Review

AXS Investments sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 7,150 shares — an estimated $1.84M sold.

AXS Investments first reported a position in STZ in Q4 2021 and held it in 7 quarters. The position peaked at $1.84M in Q3 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • AXS Investments reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • AXS Investments sold 7,150 Constellation Brands shares in Q4 2024, an estimated $1.84M.
  • AXS Investments first reported a position in Constellation Brands in Q4 2021 and held it in 7 quarters.
  • AXS Investments's Constellation Brands position peaked at $1.84M in Q3 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on AXS Investments's 13F filing for Q4 2024, filed 10 Feb 2025.