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Certuity’s Constellation Brands STZ Stock Holding History

Certuity’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
-10,092
Closed -$2.6M – 412
2024
Q3 		$2.6M Sell
10,092
-6
-0.1% -$1.49K 0.28% 68
2024
Q2 		$2.6M Buy
10,098
+9,317
+1,193% +$2.4M 0.21% 63
2024
Q1 		$212K Sell
781
-170
-18% -$43K 0.02% 301
2023
Q4 		$230K Sell
951
-91
-9% -$21.6K 0.02% 291
2023
Q3 		$262K Buy
+1,042
New +$272K 0.03% 211

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

Certuity's STZ Position: Q4 2024 in Review

Certuity sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 10,092 shares — an estimated $2.6M sold.

Certuity first reported a position in STZ in Q3 2023 and held it in 5 quarters. The position peaked at $2.6M in Q3 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Certuity reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Certuity sold 10,092 Constellation Brands shares in Q4 2024, an estimated $2.6M.
  • Certuity first reported a position in Constellation Brands in Q3 2023 and held it in 5 quarters.
  • Certuity's Constellation Brands position peaked at $2.6M in Q3 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Certuity's 13F filing for Q4 2024, filed 29 Jan 2025.