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Beecher Investors’s Constellation Brands STZ Stock Holding History

Beecher Investors’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
Q3 		$3.48M Sell
15,158
-5,000
-25% -$1.22M 5.72% 5
2022
Q2 		$4.7M Hold
20,158
– – 6.79% 6
2022
Q1 		$4.64M Hold
20,158
– – 5.38% 6
2021
Q4 		$5.06M Buy
+20,158
New +$4.59M 6.13% 6

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Beecher Investors's STZ Position: Q3 2022 in Review

Beecher Investors reduced its Constellation Brands (STZ) stake by 25% in Q3 2022, selling an estimated $1.22M and leaving 15,158 shares worth $3.48M. The position accounts for 5.72% of the portfolio, ranked #5.

Beecher Investors first reported a position in STZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $5.06M in Q4 2021. 1,211 funds tracked by Wall St. Rank hold STZ as of Q3 2022.

  • Beecher Investors held 15,158 shares of Constellation Brands worth $3.48M as of Q3 2022.
  • Beecher Investors sold 5,000 Constellation Brands shares in Q3 2022, an estimated $1.22M.
  • Constellation Brands made up 5.72% of Beecher Investors's portfolio in Q3 2022, its #5 holding.
  • Beecher Investors first reported a position in Constellation Brands in Q4 2021 and has held it in 4 quarters since.
  • Beecher Investors's Constellation Brands position peaked at $5.06M in Q4 2021.
  • 1,211 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2022.

Based on Beecher Investors's 13F filing for Q3 2022, filed 10 Nov 2022.