Evergreen Wealth Solutions’s Constellation Brands STZ Stock Holding History

Evergreen Wealth Solutions’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
2024 Q3	–	Sell	-1,153	Closed	-$297K	–	119
2024 Q2	$297K	Sell	1,153 -3,526	-75%	-$907K	0.21%	90
2024 Q1	$1.27M	Sell	4,679 -527	-10%	-$133K	0.94%	23
2023 Q4	$1.26M	Sell	5,206 -160	-3%	-$38.1K	1.08%	25
2023 Q3	$1.35M	Sell	5,366 -387	-7%	-$101K	1.36%	20
2023 Q2	$1.42M	Buy	5,753 +198	+4%	+$46.3K	1.43%	17
2023 Q1	$1.25M	Buy	5,555 +173	+3%	+$38.5K	1.45%	23
2022 Q4	$1.25M	Buy	5,382 +155	+3%	+$37.1K	1.65%	20
2022 Q3	$1.2M	Buy	5,227 +184	+4%	+$44.8K	1.7%	18
2022 Q2	$1.18M	Buy	5,043 +167	+3%	+$40.6K	1.44%	20
2022 Q1	$1.12M	Buy	4,876 +187	+4%	+$43.2K	1.09%	29
2021 Q4	$1.18M	Buy	+4,689	New	+$1.07M	1.07%	27

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

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Evergreen Wealth Solutions's STZ Position: Q3 2024 in Review

Evergreen Wealth Solutions sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 1,153 shares — an estimated $297K sold.

Evergreen Wealth Solutions first reported a position in STZ in Q4 2021 and held it in 11 quarters. The position peaked at $1.42M in Q2 2023. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

Evergreen Wealth Solutions reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
Evergreen Wealth Solutions sold 1,153 Constellation Brands shares in Q3 2024, an estimated $297K.
Evergreen Wealth Solutions first reported a position in Constellation Brands in Q4 2021 and held it in 11 quarters.
Evergreen Wealth Solutions's Constellation Brands position peaked at $1.42M in Q2 2023.
1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.