Financial Insights’s Constellation Brands STZ Stock Holding History

Financial Insights’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
2021 Q3	–	Sell	-200	Closed	-$468K	–	200
2021 Q2	$468K	Buy	+200	New	+$47K	0.04%	166

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Financial Insights's STZ Position: Q3 2021 in Review

Financial Insights sold out of Constellation Brands (STZ) in Q3 2021, closing a stake of 200 shares — an estimated $468K sold.

Financial Insights first reported a position in STZ in Q2 2021 and held it in 1 quarter. The position peaked at $468K in Q2 2021. 1,127 funds tracked by Wall St. Rank hold STZ as of Q3 2021.

Financial Insights reported no remaining Constellation Brands position as of Q3 2021 after selling out during the quarter.
Financial Insights sold 200 Constellation Brands shares in Q3 2021, an estimated $468K.
Financial Insights first reported a position in Constellation Brands in Q2 2021 and held it in 1 quarter.
Financial Insights's Constellation Brands position peaked at $468K in Q2 2021.
1,127 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.