Bedel Financial Consulting’s Constellation Brands STZ Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-198	Closed	-$46K	–	803
2022 Q1	$46K	Buy	198 +40	+25%	+$9.24K	0.01%	403
2021 Q4	$40K	Hold	158	–	–	0.01%	436
2021 Q3	$33K	Hold	158	–	–	0.01%	460
2021 Q2	$37K	Buy	158 +100	+172%	+$23.5K	0.01%	433
2021 Q1	$13K	Hold	58	–	–	0.01%	598
2020 Q4	$13K	Buy	58 +48	+480%	+$9.44K	0.01%	520
2020 Q3	$2K	Hold	10	–	–	﹤0.01%	735
2020 Q2	$2K	Sell	10 -8	-44%	-$1.33K	﹤0.01%	705
2020 Q1	$3K	Buy	+18	New	+$3.18K	﹤0.01%	649

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Bedel Financial Consulting's STZ Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Constellation Brands (STZ) in Q2 2022, closing a stake of 198 shares — an estimated $46K sold.

Bedel Financial Consulting first reported a position in STZ in Q1 2020 and held it in 9 quarters. The position peaked at $46K in Q1 2022. 1,215 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

Bedel Financial Consulting reported no remaining Constellation Brands position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 198 Constellation Brands shares in Q2 2022, an estimated $46K.
Bedel Financial Consulting first reported a position in Constellation Brands in Q1 2020 and held it in 9 quarters.
Bedel Financial Consulting's Constellation Brands position peaked at $46K in Q1 2022.
1,215 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.