Dimensional Fund Advisors
STZ.B

Dimensional Fund Advisors’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History

Dimensional Fund Advisors’s Portfolio STZ.B Stock Details STZ.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,226
Closed -$1.07M – 3369
2020
Q2 		$1.07M Sell
6,226
-8,617
-58% -$1.43M ﹤0.01% 2925
2020
Q1 		$2.21M Sell
14,843
-3,048
-17% -$525K ﹤0.01% 2678
2019
Q4 		$3.38M Sell
17,891
-1,895
-10% -$359K ﹤0.01% 2727
2019
Q3 		$4.13M Sell
19,786
-1,414
-7% -$282K ﹤0.01% 2663
2019
Q2 		$3.97M Sell
21,200
-160
-0.7% -$31.2K ﹤0.01% 2716
2019
Q1 		$3.58M Sell
21,360
-899
-4% -$151K ﹤0.01% 2748
2018
Q4 		$3.67M Sell
22,259
-2,470
-10% -$500K ﹤0.01% 2697
2018
Q3 		$5.38M Hold
24,729
– – ﹤0.01% 2656
2018
Q2 		$5.46M Hold
24,729
– – ﹤0.01% 2631
2018
Q1 		$5.66M Hold
24,729
– – ﹤0.01% 2589
2017
Q4 		$5.63M Hold
24,729
– – ﹤0.01% 2581
2017
Q3 		$4.9M Hold
24,729
– – ﹤0.01% 2607
2017
Q2 		$4.81M Hold
24,729
– – ﹤0.01% 2598
2017
Q1 		$3.97M Hold
24,729
– – ﹤0.01% 2644
2016
Q4 		$3.79M Hold
24,729
– – ﹤0.01% 2624
2016
Q3 		$4.12M Sell
24,729
-369
-1% -$61.2K ﹤0.01% 2580
2016
Q2 		$4.11M Sell
25,098
-75
-0.3% -$11.8K ﹤0.01% 2570
2016
Q1 		$3.74M Buy
25,173
+75
+0.3% +$10.9K ﹤0.01% 2588
2015
Q4 		$3.57M Hold
25,098
– – ﹤0.01% 2640
2015
Q3 		$3.21M Hold
25,098
– – ﹤0.01% 2677
2015
Q2 		$2.94M Sell
25,098
-214
-0.8% -$25.4K ﹤0.01% 2748
2015
Q1 		$2.91M Sell
25,312
-1,412
-5% -$157K ﹤0.01% 2731
2014
Q4 		$2.66M Buy
26,724
+7
+0% +$635 ﹤0.01% 2761
2014
Q3 		$2.31M Sell
26,717
-733
-3% -$63.9K ﹤0.01% 2806
2014
Q2 		$2.42M Sell
27,450
-582
-2% -$47.7K ﹤0.01% 2806
2014
Q1 		$2.33M Hold
28,032
– – ﹤0.01% 2802
2013
Q4 		$1.96M Sell
28,032
-153
-0.5% -$10.2K ﹤0.01% 2858
2013
Q3 		$1.62M Sell
28,185
-143
-0.5% -$7.75K ﹤0.01% 2907
2013
Q2 		$1.47M Buy
+28,328
New +$1.43M ﹤0.01% 2910

Other funds holding STZ.B

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors's STZ.B Position: Q3 2020 in Review

Dimensional Fund Advisors sold out of CONSTELLATION BRANDS, INC. CLASS B (STZ.B) in Q3 2020, closing a stake of 6,226 shares — an estimated $1.07M sold.

Dimensional Fund Advisors first reported a position in STZ.B in Q2 2013 and held it in 29 quarters. The position peaked at $5.66M in Q1 2018. 16 funds tracked by Wall St. Rank hold STZ.B as of Q3 2020.

  • Dimensional Fund Advisors reported no remaining CONSTELLATION BRANDS, INC. CLASS B position as of Q3 2020 after selling out during the quarter.
  • Dimensional Fund Advisors sold 6,226 CONSTELLATION BRANDS, INC. CLASS B shares in Q3 2020, an estimated $1.07M.
  • Dimensional Fund Advisors first reported a position in CONSTELLATION BRANDS, INC. CLASS B in Q2 2013 and held it in 29 quarters.
  • Dimensional Fund Advisors's CONSTELLATION BRANDS, INC. CLASS B position peaked at $5.66M in Q1 2018.
  • 16 funds tracked by Wall St. Rank held CONSTELLATION BRANDS, INC. CLASS B as of Q3 2020.

Based on Dimensional Fund Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.