Daniel L. Goodwin’s Constellation Brands STZ Stock Holding History

Daniel L. Goodwin’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
2023 Q3	$270K	Buy	1,073 +15	+1%	+$3.92K	0.13%	73
2023 Q2	$260K	Hold	1,058	–	–	0.12%	68
2023 Q1	$239K	Hold	1,058	–	–	0.12%	73
2022 Q4	$245K	Buy	1,058 +10	+1%	+$2.39K	0.12%	78
2022 Q3	$241K	Hold	1,048	–	–	0.14%	68
2022 Q2	$244K	Buy	1,048 +30	+3%	+$7.3K	0.13%	73
2022 Q1	$234K	Buy	1,018 +15	+1%	+$3.46K	0.1%	82
2021 Q4	$252K	Hold	1,003	–	–	0.11%	87
2021 Q3	$212K	Hold	1,003	–	–	0.1%	103
2021 Q2	$235K	Hold	1,003	–	–	0.11%	97
2021 Q1	$229K	Hold	1,003	–	–	0.12%	91
2020 Q4	$220K	Buy	+1,003	New	+$197K	0.13%	86

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Daniel L. Goodwin's STZ Position: Q3 2023 in Review

Daniel L. Goodwin increased its Constellation Brands (STZ) stake by 1.4% in Q3 2023, buying an estimated $3.92K and bringing the position to 1,073 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #73.

Daniel L. Goodwin first reported a position in STZ in Q4 2020 and has held it in 12 quarters since. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

Daniel L. Goodwin held 1,073 shares of Constellation Brands worth $270K as of Q3 2023.
Daniel L. Goodwin bought 15 Constellation Brands shares in Q3 2023, an estimated $3.92K.
Constellation Brands made up 0.13% of Daniel L. Goodwin's portfolio in Q3 2023, its #73 holding.
Daniel L. Goodwin first reported a position in Constellation Brands in Q4 2020 and has held it in 12 quarters since.
1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.