Credit Suisse’s Constellation Brands STZ Stock Holding History

Credit Suisse’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 Q1	–	Sell	-4,200	Closed	-$1.05M	–	4270
2021 Q4	$1.05M	Sell	4,200 -50,000	-92%	-$11.4M	﹤0.01%	3272
2021 Q3	$11.4M	Buy	54,200 +50,000	+1,190%	+$10.9M	0.01%	1447
2021 Q2	$982K	Hold	4,200	–	–	﹤0.01%	3402
2021 Q1	$958K	Sell	4,200 -45,200	-91%	-$10.2M	﹤0.01%	3348
2020 Q4	$10.8M	Sell	49,400 -18,000	-27%	-$3.54M	0.01%	1526
2020 Q3	$12.8M	Buy	67,400 +32,100	+91%	+$5.85M	0.01%	1240
2020 Q2	$6.18M	Buy	35,300 +27,300	+341%	+$4.55M	﹤0.01%	1573
2020 Q1	$1.15M	Buy	+8,000	New	+$1.41M	﹤0.01%	2555
2018 Q4	–	Sell	-270,000	Closed	-$58.2M	–	4004
2018 Q3	$58.2M	Buy	+270,000	New	+$57.4M	0.05%	370
2014 Q4	–	Sell	-47,000	Closed	-$4.1M	–	4717
2014 Q3	$4.1M	Buy	+47,000	New	+$4.09M	﹤0.01%	1911

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Credit Suisse's STZ Position: Q1 2024 in Review

Credit Suisse increased its Constellation Brands (STZ) stake by 1.1% in Q1 2024, buying an estimated $653K and bringing the position to 230,915 shares worth $62.8M. The position accounts for 0.06% of the portfolio, ranked #314.

Credit Suisse first reported a position in STZ in Q2 2013 and has held it in 44 quarters since. The position peaked at $84M in Q1 2016. 1,321 funds tracked by Wall St. Rank hold STZ as of Q1 2024.

Credit Suisse held 230,915 shares of Constellation Brands worth $62.8M as of Q1 2024.
Credit Suisse bought 2,579 Constellation Brands shares in Q1 2024, an estimated $653K.
Constellation Brands made up 0.06% of Credit Suisse's portfolio in Q1 2024, its #314 holding.
Credit Suisse first reported a position in Constellation Brands in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's Constellation Brands position peaked at $84M in Q1 2016.
1,321 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.