Echo Street Capital Management’s Constellation Brands STZ Stock Holding History

Echo Street Capital 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 Q1	–	Sell	-4,108	Closed	-$952K	–	594
2022 Q4	$952K	Buy	4,108 +1,966	+92%	+$471K	0.01%	161
2022 Q3	$492K	Sell	2,142 -34	-2%	-$8.29K	﹤0.01%	276
2022 Q2	$507K	Buy	+2,176	New	+$530K	﹤0.01%	313
2021 Q3	–	Sell	-1,542	Closed	-$361K	–	744
2021 Q2	$361K	Buy	+1,542	New	+$362K	﹤0.01%	453
2021 Q1	–	Sell	-2,987	Closed	-$654K	–	593
2020 Q4	$654K	Buy	+2,987	New	+$587K	0.01%	225
2020 Q3	–	Sell	-9,659	Closed	-$1.69M	–	337
2020 Q2	$1.69M	Buy	+9,659	New	+$1.61M	0.02%	202

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

Echo Street Capital Management's STZ Position: Q1 2023 in Review

Echo Street Capital Management sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 4,108 shares — an estimated $952K sold.

Echo Street Capital Management first reported a position in STZ in Q2 2020 and held it in 6 quarters. The position peaked at $1.69M in Q2 2020. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

Echo Street Capital Management reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 4,108 Constellation Brands shares in Q1 2023, an estimated $952K.
Echo Street Capital Management first reported a position in Constellation Brands in Q2 2020 and held it in 6 quarters.
Echo Street Capital Management's Constellation Brands position peaked at $1.69M in Q2 2020.
1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.