Berman Capital Advisors’s Constellation Brands STZ Stock Holding History

Berman Capital Advisors’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 Q3	$105K	Buy	501 +159	+46%	+$34.7K	0.02%	424
2021 Q2	$79K	Buy	342 +52	+18%	+$12.2K	0.01%	441
2021 Q1	$65K	Buy	290 +119	+70%	+$26.8K	0.01%	398
2020 Q4	$37K	Buy	171 +7	+4%	+$1.38K	0.01%	491
2020 Q3	$30K	Buy	164 +7	+4%	+$1.28K	0.01%	479
2020 Q2	$27K	Sell	157 -74	-32%	-$12.3K	0.01%	468
2020 Q1	$32K	Buy	231 +3	+1%	+$529	0.01%	381
2019 Q4	$43K	Hold	228	–	–	0.01%	351
2019 Q3	$47K	Buy	228 +9	+4%	+$1.81K	0.01%	316
2019 Q2	$43K	Buy	219 +53	+32%	+$10.3K	0.01%	332
2019 Q1	$29K	Buy	166 +18	+12%	+$3.03K	0.01%	375
2018 Q4	$22K	Buy	+148	New	+$29.4K	0.01%	375

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Berman Capital Advisors's STZ Position: Q3 2021 in Review

Berman Capital Advisors increased its Constellation Brands (STZ) stake by 46% in Q3 2021, buying an estimated $34.7K and bringing the position to 501 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #424.

Berman Capital Advisors first reported a position in STZ in Q4 2018 and has held it in 12 quarters since. 1,128 funds tracked by Wall St. Rank hold STZ as of Q3 2021.

Berman Capital Advisors held 501 shares of Constellation Brands worth $105K as of Q3 2021.
Berman Capital Advisors bought 159 Constellation Brands shares in Q3 2021, an estimated $34.7K.
Constellation Brands made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #424 holding.
Berman Capital Advisors first reported a position in Constellation Brands in Q4 2018 and has held it in 12 quarters since.
1,128 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.