FormulaFolio Investments’s Constellation Brands STZ Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-2,821	Closed	-$618K	–	766
2020 Q4	$618K	Buy	+2,821	New	+$555K	0.01%	412
2019 Q3	–	Sell	-2,324	Closed	-$458K	–	370
2019 Q2	$458K	Buy	+2,324	New	+$454K	0.02%	215

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

FormulaFolio Investments's STZ Position: Q1 2021 in Review

FormulaFolio Investments sold out of Constellation Brands (STZ) in Q1 2021, closing a stake of 2,821 shares — an estimated $618K sold.

FormulaFolio Investments first reported a position in STZ in Q2 2019 and held it in 2 quarters. The position peaked at $618K in Q4 2020. 1,154 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

FormulaFolio Investments reported no remaining Constellation Brands position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 2,821 Constellation Brands shares in Q1 2021, an estimated $618K.
FormulaFolio Investments first reported a position in Constellation Brands in Q2 2019 and held it in 2 quarters.
FormulaFolio Investments's Constellation Brands position peaked at $618K in Q4 2020.
1,154 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.