Desjardins Global Asset Management’s Constellation Brands STZ Stock Holding History

Desjardins Global Asset Management’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 Q4	$364K	Buy	1,507 +20	+1%	+$4.76K	0.04%	275
2023 Q3	$374K	Buy	1,487 +30	+2%	+$7.83K	0.04%	296
2023 Q2	$358K	Buy	1,457 +467	+47%	+$109K	0.04%	348
2023 Q1	$224K	Buy	+990	New	+$220K	0.03%	394

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Desjardins Global Asset Management's STZ Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Constellation Brands (STZ) stake by 1.3% in Q4 2023, buying an estimated $4.76K and bringing the position to 1,507 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #275.

Desjardins Global Asset Management first reported a position in STZ in Q1 2023 and has held it in 4 quarters since. The position peaked at $374K in Q3 2023. 1,297 funds tracked by Wall St. Rank hold STZ as of Q4 2023.

Desjardins Global Asset Management held 1,507 shares of Constellation Brands worth $364K as of Q4 2023.
Desjardins Global Asset Management bought 20 Constellation Brands shares in Q4 2023, an estimated $4.76K.
Constellation Brands made up 0.04% of Desjardins Global Asset Management's portfolio in Q4 2023, its #275 holding.
Desjardins Global Asset Management first reported a position in Constellation Brands in Q1 2023 and has held it in 4 quarters since.
Desjardins Global Asset Management's Constellation Brands position peaked at $374K in Q3 2023.
1,297 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.