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F.L. Putnam Investment Management’s Constellation Brands STZ Stock Holding History

F.L. Putnam Investment 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
2024
Q3 		– Sell
-67
Closed -$17.2K – 720
2024
Q2 		$17.2K Buy
+67
New +$17.2K ﹤0.01% 627
2019
Q4 		– Sell
-1,318
Closed -$273K – 324
2019
Q3 		$273K Buy
1,318
+433
+49% +$86.9K 0.02% 251
2019
Q2 		$174K Buy
+885
New +$173K 0.01% 228

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

F.L. Putnam Investment Management's STZ Position: Q3 2024 in Review

F.L. Putnam Investment Management sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 67 shares — an estimated $17.2K sold.

F.L. Putnam Investment Management first reported a position in STZ in Q2 2019 and held it in 3 quarters. The position peaked at $273K in Q3 2019. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • F.L. Putnam Investment Management reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 67 Constellation Brands shares in Q3 2024, an estimated $17.2K.
  • F.L. Putnam Investment Management first reported a position in Constellation Brands in Q2 2019 and held it in 3 quarters.
  • F.L. Putnam Investment Management's Constellation Brands position peaked at $273K in Q3 2019.
  • 1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.