CSat Investment Advisory’s Constellation Brands STZ Stock Holding History

CSat Investment Advisory’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 Q1	$21K	Buy	94 +13	+16%	+$2.93K	0.02%	372
2020 Q4	$18K	Sell	81 -464	-85%	-$91.2K	0.02%	359
2020 Q3	$103K	Buy	545 +36	+7%	+$6.57K	0.01%	449
2020 Q2	$90K	Buy	509 +48	+10%	+$8K	0.01%	511
2020 Q1	$66K	Buy	461 +107	+30%	+$18.9K	0.01%	453
2019 Q4	$67K	Sell	354 -7	-2%	-$1.32K	0.02%	508
2019 Q3	$75K	Buy	361 +48	+15%	+$9.64K	0.02%	377
2019 Q2	$62K	Buy	313 +259	+480%	+$50.6K	0.02%	405
2019 Q1	$9K	Buy	54 +8	+17%	+$1.35K	﹤0.01%	449
2018 Q4	$7K	Buy	46 +19	+70%	+$3.78K	﹤0.01%	461
2018 Q3	$6K	Buy	27 +6	+29%	+$1.28K	﹤0.01%	452
2018 Q2	$5K	Buy	+21	New	+$4.74K	﹤0.01%	462

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's STZ Position: Q1 2021 in Review

CSat Investment Advisory increased its Constellation Brands (STZ) stake by 16% in Q1 2021, buying an estimated $2.93K and bringing the position to 94 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #372.

CSat Investment Advisory first reported a position in STZ in Q2 2018 and has held it in 12 quarters since. The position peaked at $103K in Q3 2020. 1,155 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

CSat Investment Advisory held 94 shares of Constellation Brands worth $21K as of Q1 2021.
CSat Investment Advisory bought 13 Constellation Brands shares in Q1 2021, an estimated $2.93K.
Constellation Brands made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #372 holding.
CSat Investment Advisory first reported a position in Constellation Brands in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Constellation Brands position peaked at $103K in Q3 2020.
1,155 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.