Greenfield Savings Bank’s Constellation Brands STZ Stock Holding History

Greenfield Savings Bank’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 Q4	–	Sell	-800	Closed	-$206K	–	151
2024 Q3	$206K	Hold	800	–	–	0.1%	145
2024 Q2	$206K	Buy	800 +2	+0.3%	+$514	0.11%	144
2024 Q1	$217K	Sell	798 -37	-4%	-$9.36K	0.11%	142
2023 Q4	$202K	Sell	835 -25	-3%	-$5.95K	0.12%	143
2023 Q3	$216K	Sell	860 -17	-2%	-$4.44K	0.14%	135
2023 Q2	$216K	Buy	+877	New	+$205K	0.15%	128
2023 Q1	–	Sell	-877	Closed	-$203K	–	139
2022 Q4	$203K	Sell	877 -132	-13%	-$31.6K	0.13%	133
2022 Q3	$232K	Hold	1,009	–	–	0.17%	120
2022 Q2	$235K	Buy	+1,009	New	+$246K	0.16%	127

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 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Greenfield Savings Bank's STZ Position: Q4 2024 in Review

Greenfield Savings Bank sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 800 shares — an estimated $206K sold.

Greenfield Savings Bank first reported a position in STZ in Q2 2022 and held it in 9 quarters. The position peaked at $235K in Q2 2022. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Greenfield Savings Bank reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
Greenfield Savings Bank sold 800 Constellation Brands shares in Q4 2024, an estimated $206K.
Greenfield Savings Bank first reported a position in Constellation Brands in Q2 2022 and held it in 9 quarters.
Greenfield Savings Bank's Constellation Brands position peaked at $235K in Q2 2022.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Greenfield Savings Bank's 13F filing for Q4 2024, filed 13 Jan 2025.