Endurance Wealth Management’s Constellation Brands STZ Stock Holding History

Endurance Wealth 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 Q2	$25K	Hold	100	–	–	﹤0.01%	404
2023 Q1	$23K	Hold	100	–	–	﹤0.01%	423
2022 Q4	$23K	Hold	100	–	–	﹤0.01%	401
2022 Q3	$23K	Hold	100	–	–	﹤0.01%	395
2022 Q2	$23K	Hold	100	–	–	﹤0.01%	404
2022 Q1	$23K	Hold	100	–	–	﹤0.01%	430
2021 Q4	$25K	Hold	100	–	–	﹤0.01%	425
2021 Q3	$21K	Hold	100	–	–	﹤0.01%	447
2021 Q2	$23K	Hold	100	–	–	﹤0.01%	436
2021 Q1	$23K	Hold	100	–	–	﹤0.01%	440
2020 Q4	$22K	Hold	100	–	–	﹤0.01%	411
2020 Q3	$19K	Hold	100	–	–	﹤0.01%	403
2020 Q2	$17K	Hold	100	–	–	﹤0.01%	416
2020 Q1	$14K	Hold	100	–	–	﹤0.01%	399
2019 Q4	$19K	Hold	100	–	–	﹤0.01%	362
2019 Q3	$21K	Hold	100	–	–	﹤0.01%	358
2019 Q2	$20K	Hold	100	–	–	﹤0.01%	337
2019 Q1	$18K	Hold	100	–	–	﹤0.01%	337
2018 Q4	$16K	Hold	100	–	–	﹤0.01%	332
2018 Q3	$22K	Hold	100	–	–	﹤0.01%	339
2018 Q2	$22K	Hold	100	–	–	﹤0.01%	338
2018 Q1	$23K	Hold	100	–	–	﹤0.01%	348
2017 Q4	$23K	Hold	100	–	–	﹤0.01%	340
2017 Q3	$20K	Hold	100	–	–	﹤0.01%	347
2017 Q2	$19K	Hold	100	–	–	﹤0.01%	360
2017 Q1	$16K	Hold	100	–	–	﹤0.01%	377
2016 Q4	$15K	Hold	100	–	–	﹤0.01%	363
2016 Q3	$17K	Hold	100	–	–	﹤0.01%	360
2016 Q2	$17K	Hold	100	–	–	﹤0.01%	344
2016 Q1	$15	Hold	100	–	–	﹤0.01%	355
2015 Q4	$14K	Hold	100	–	–	﹤0.01%	374
2015 Q3	$14K	Hold	100	–	–	﹤0.01%	371
2015 Q2	$12K	Buy	+100	New	+$11.8K	﹤0.01%	395

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Endurance Wealth Management's STZ Position: Q2 2023 in Review

Endurance Wealth Management held its Constellation Brands (STZ) position steady in Q2 2023 at 100 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Endurance Wealth Management first reported a position in STZ in Q2 2015 and has held it in 33 quarters since. 1,229 funds tracked by Wall St. Rank hold STZ as of Q2 2023.

Endurance Wealth Management held 100 shares of Constellation Brands worth $25K as of Q2 2023.
Endurance Wealth Management left its Constellation Brands share count unchanged in Q2 2023.
Constellation Brands made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #404 holding.
Endurance Wealth Management first reported a position in Constellation Brands in Q2 2015 and has held it in 33 quarters since.
1,229 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.