Guardian Capital Advisors (Canada)’s Constellation Brands STZ Stock Holding History

Guardian Capital Advisors (Canada)’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 Q3	–	Sell	-2,260	Closed	-$567K	–	179
2023 Q2	$567K	Sell	2,260 -250	-10%	-$58.5K	0.06%	114
2023 Q1	$568K	Sell	2,510 -2,840	-53%	-$632K	0.07%	109
2022 Q4	$1.19M	Sell	5,350 -200	-4%	-$47.9K	0.14%	95
2022 Q3	$1.24M	Buy	5,550 +2,200	+66%	+$536K	0.15%	89
2022 Q2	$841K	Buy	3,350 +1,050	+46%	+$256K	0.1%	103
2022 Q1	$572K	Buy	2,300 +100	+5%	+$23.1K	0.06%	116
2021 Q4	$546K	Buy	+2,200	New	+$501K	0.05%	130

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s STZ Position: Q3 2023 in Review

Guardian Capital Advisors (Canada) sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 2,260 shares — an estimated $567K sold.

Guardian Capital Advisors (Canada) first reported a position in STZ in Q4 2021 and held it in 7 quarters. The position peaked at $1.24M in Q3 2022. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

Guardian Capital Advisors (Canada) reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 2,260 Constellation Brands shares in Q3 2023, an estimated $567K.
Guardian Capital Advisors (Canada) first reported a position in Constellation Brands in Q4 2021 and held it in 7 quarters.
Guardian Capital Advisors (Canada)'s Constellation Brands position peaked at $1.24M in Q3 2022.
1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2023, filed 13 Nov 2023.