Enlightenment Research’s Constellation Brands STZ Stock Holding History

Enlightenment Research’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
2022 Q4	–	Sell	-955	Closed	-$219K	–	78
2022 Q3	$219K	Buy	+955	New	+$233K	0.48%	79
2020 Q4	–	Sell	-3,300	Closed	-$625K	–	127
2020 Q3	$625K	Buy	+3,300	New	+$602K	1.85%	12
2019 Q3	–	Sell	-11,362	Closed	-$2.16M	–	256
2019 Q2	$2.16M	Buy	+11,362	New	+$2.22M	1.1%	15
2019 Q1	–	Sell	-4,302	Closed	-$692K	–	602
2018 Q4	$692K	Buy	+4,302	New	+$855K	0.86%	17

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Enlightenment Research's STZ Position: Q4 2022 in Review

Enlightenment Research sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 955 shares — an estimated $219K sold.

Enlightenment Research first reported a position in STZ in Q4 2018 and held it in 4 quarters. The position peaked at $2.16M in Q2 2019. 1,259 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

Enlightenment Research reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 955 Constellation Brands shares in Q4 2022, an estimated $219K.
Enlightenment Research first reported a position in Constellation Brands in Q4 2018 and held it in 4 quarters.
Enlightenment Research's Constellation Brands position peaked at $2.16M in Q2 2019.
1,259 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.