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Berger Financial Group’s Constellation Brands STZ Stock Holding History

Berger Financial 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
2024
Q4 		– Sell
-875
Closed -$226K – 430
2024
Q3 		$226K Sell
875
-160
-15% -$39.7K 0.02% 360
2024
Q2 		$266K Sell
1,035
-103
-9% -$26.5K 0.02% 305
2024
Q1 		$309K Sell
1,138
-359
-24% -$90.8K 0.03% 275
2023
Q4 		$362K Sell
1,497
-63
-4% -$15K 0.04% 202
2023
Q3 		$392K Sell
1,560
-52
-3% -$13.6K 0.05% 177
2023
Q2 		$397K Sell
1,612
-26
-2% -$6.08K 0.05% 184
2023
Q1 		$370K Sell
1,638
-43
-3% -$9.57K 0.04% 188
2022
Q4 		$390K Sell
1,681
-51
-3% -$12.2K 0.05% 179
2022
Q3 		$398K Buy
1,732
+7
+0.4% +$1.71K 0.06% 156
2022
Q2 		$402K Sell
1,725
-54
-3% -$13.1K 0.06% 154
2022
Q1 		$410K Buy
1,779
+31
+2% +$7.16K 0.05% 166
2021
Q4 		$439K Buy
+1,748
New +$398K 0.06% 165

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

Berger Financial Group's STZ Position: Q4 2024 in Review

Berger Financial Group sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 875 shares — an estimated $226K sold.

Berger Financial Group first reported a position in STZ in Q4 2021 and held it in 12 quarters. The position peaked at $439K in Q4 2021. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Berger Financial Group reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Berger Financial Group sold 875 Constellation Brands shares in Q4 2024, an estimated $226K.
  • Berger Financial Group first reported a position in Constellation Brands in Q4 2021 and held it in 12 quarters.
  • Berger Financial Group's Constellation Brands position peaked at $439K in Q4 2021.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Berger Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.