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Greenwood Capital Associates’s Constellation Brands STZ Stock Holding History

Greenwood Capital Associates’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
2023
Q1 		– Sell
-586
Closed -$136K – 256
2022
Q4 		$136K Buy
+586
New +$140K 0.02% 211

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenwood Capital Associates's STZ Position: Q1 2023 in Review

Greenwood Capital Associates sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 586 shares — an estimated $136K sold.

Greenwood Capital Associates first reported a position in STZ in Q4 2022 and held it in 1 quarter. The position peaked at $136K in Q4 2022. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

  • Greenwood Capital Associates reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
  • Greenwood Capital Associates sold 586 Constellation Brands shares in Q1 2023, an estimated $136K.
  • Greenwood Capital Associates first reported a position in Constellation Brands in Q4 2022 and held it in 1 quarter.
  • Greenwood Capital Associates's Constellation Brands position peaked at $136K in Q4 2022.
  • 1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Greenwood Capital Associates's 13F filing for Q1 2023, filed 12 May 2023.