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Bellevue Group’s Constellation Brands STZ Stock Holding History

Bellevue Group’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
2021
Q4 		– Sell
-1,459
Closed -$307K – 222
2021
Q3 		$307K Hold
1,459
– – ﹤0.01% 209
2021
Q2 		$341K Hold
1,459
– – ﹤0.01% 197
2021
Q1 		$333K Sell
1,459
-600
-29% -$135K ﹤0.01% 192
2020
Q4 		$451K Hold
2,059
– – 0.01% 199
2020
Q3 		$390K Hold
2,059
– – 0.01% 206
2020
Q2 		$360K Hold
2,059
– – 0.01% 197
2020
Q1 		$295K Hold
2,059
– – 0.01% 204
2019
Q4 		$391K Buy
+2,059
New +$389K 0.01% 208

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bellevue Group's STZ Position: Q4 2021 in Review

Bellevue Group sold out of Constellation Brands (STZ) in Q4 2021, closing a stake of 1,459 shares — an estimated $307K sold.

Bellevue Group first reported a position in STZ in Q4 2019 and held it in 8 quarters. The position peaked at $451K in Q4 2020. 1,227 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

  • Bellevue Group reported no remaining Constellation Brands position as of Q4 2021 after selling out during the quarter.
  • Bellevue Group sold 1,459 Constellation Brands shares in Q4 2021, an estimated $307K.
  • Bellevue Group first reported a position in Constellation Brands in Q4 2019 and held it in 8 quarters.
  • Bellevue Group's Constellation Brands position peaked at $451K in Q4 2020.
  • 1,227 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Bellevue Group's 13F filing for Q4 2021, filed 10 Feb 2022.