BHB
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Bank Hapoalim BM’s Constellation Brands STZ Stock Holding History

Bank Hapoalim BM’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
2023
Q4 		– Sell
-1,460
Closed -$367K – 148
2023
Q3 		$367K Sell
1,460
-555
-28% -$145K 0.06% 115
2023
Q2 		$496K Sell
2,015
-2,760
-58% -$646K 0.07% 127
2023
Q1 		$1.08M Sell
4,775
-485
-9% -$108K 0.15% 98
2022
Q4 		$1.22M Buy
5,260
+190
+4% +$45.5K 0.15% 92
2022
Q3 		$1.16M Sell
5,070
-1,320
-21% -$322K 0.15% 97
2022
Q2 		$1.49M Buy
6,390
+430
+7% +$105K 0.19% 90
2022
Q1 		$1.37M Buy
5,960
+2,545
+75% +$588K 0.14% 107
2021
Q4 		$857K Sell
3,415
-10
-0.3% -$2.28K 0.09% 140
2021
Q3 		$722K Buy
3,425
+580
+20% +$127K 0.08% 143
2021
Q2 		$665K Buy
2,845
+245
+9% +$57.5K 0.08% 153
2021
Q1 		$593K Buy
2,600
+25
+1% +$5.63K 0.08% 149
2020
Q4 		$564K Buy
2,575
+870
+51% +$171K 0.08% 132
2020
Q3 		$323 Sell
1,705
-130
-7% -$23.7K 0.02% 141
2020
Q2 		$321K Buy
1,835
+10
+0.5% +$1.67K 0.08% 145
2020
Q1 		$262K Sell
1,825
-515
-22% -$90.9K 0.08% 141
2019
Q4 		$444K Sell
2,340
-440
-16% -$83.1K 0.1% 118
2019
Q3 		$573K Sell
2,780
-115
-4% -$23.1K 0.14% 98
2019
Q2 		$570K Sell
2,895
-3,517
-55% -$687K 0.14% 99
2019
Q1 		$1.12M Buy
6,412
+3,187
+99% +$537K 0.27% 63
2018
Q4 		$519K Buy
3,225
+984
+44% +$196K 0.17% 98
2018
Q3 		$483K Buy
2,241
+718
+47% +$153K 0.12% 126
2018
Q2 		$333K Sell
1,523
-149
-9% -$33.7K 0.09% 144
2018
Q1 		$381K Buy
1,672
+262
+19% +$57.7K 0.1% 138
2017
Q4 		$322 Sell
1,410
-518
-27% -$112K 0.07% 152
2017
Q3 		$385K Buy
+1,928
New +$382K 0.09% 158

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank Hapoalim BM's STZ Position: Q4 2023 in Review

Bank Hapoalim BM sold out of Constellation Brands (STZ) in Q4 2023, closing a stake of 1,460 shares — an estimated $367K sold.

Bank Hapoalim BM first reported a position in STZ in Q3 2017 and held it in 25 quarters. The position peaked at $1.49M in Q2 2022. 1,297 funds tracked by Wall St. Rank hold STZ as of Q4 2023.

  • Bank Hapoalim BM reported no remaining Constellation Brands position as of Q4 2023 after selling out during the quarter.
  • Bank Hapoalim BM sold 1,460 Constellation Brands shares in Q4 2023, an estimated $367K.
  • Bank Hapoalim BM first reported a position in Constellation Brands in Q3 2017 and held it in 25 quarters.
  • Bank Hapoalim BM's Constellation Brands position peaked at $1.49M in Q2 2022.
  • 1,297 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2023.

Based on Bank Hapoalim BM's 13F filing for Q4 2023, filed 22 Jan 2024.