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Csenge Advisory Group’s Constellation Brands STZ Stock Holding History

Csenge Advisory 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
-1,066
Closed -$257K – 755
2024
Q3 		$257K Buy
+1,066
New +$264K 0.01% 606
2023
Q1 		– Sell
-1,678
Closed -$389K – 642
2022
Q4 		$389K Sell
1,678
-708
-30% -$169K 0.03% 402
2022
Q3 		$548K Buy
2,386
+5
+0.2% +$1.22K 0.05% 314
2022
Q2 		$555K Buy
2,381
+682
+40% +$166K 0.05% 326
2022
Q1 		$391K Buy
1,699
+114
+7% +$26.3K 0.03% 428
2021
Q4 		$368K Sell
1,585
-58
-4% -$13.2K 0.03% 412
2021
Q3 		$351K Buy
1,643
+58
+4% +$12.7K 0.03% 435
2021
Q2 		$368K Buy
1,585
+134
+9% +$31.5K 0.03% 413
2021
Q1 		$325K Buy
+1,451
New +$327K 0.03% 369
2018
Q4 		– Sell
-118
Closed -$23K – 1317
2018
Q3 		$23K Buy
+118
New +$25.1K 0.01% 373
2018
Q2 		– Sell
-1,215
Closed -$277K – 307
2018
Q1 		$277K Buy
1,215
+149
+14% +$32.8K 0.1% 212
2017
Q4 		$244K Sell
1,066
-46
-4% -$9.94K 0.09% 205
2017
Q3 		$222K Buy
+1,112
New +$220K 0.09% 219

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

Csenge Advisory Group's STZ Position: Q4 2024 in Review

Csenge Advisory Group sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,066 shares — an estimated $257K sold.

Csenge Advisory Group first reported a position in STZ in Q3 2017 and held it in 13 quarters. The position peaked at $555K in Q2 2022. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Csenge Advisory Group reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 1,066 Constellation Brands shares in Q4 2024, an estimated $257K.
  • Csenge Advisory Group first reported a position in Constellation Brands in Q3 2017 and held it in 13 quarters.
  • Csenge Advisory Group's Constellation Brands position peaked at $555K in Q2 2022.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Csenge Advisory Group's 13F filing for Q4 2024, filed 30 Jan 2025.