HC Financial Advisors’s Constellation Brands STZ Stock Holding History

HC Financial Advisors’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
2022 Q2	$881K	Buy	3,780 +48	+1%	+$11.7K	0.59%	56
2022 Q1	$860K	Sell	3,732 -239	-6%	-$55.2K	0.51%	58
2021 Q4	$997K	Buy	3,971 +602	+18%	+$137K	0.55%	57
2021 Q3	$710K	Buy	3,369 +30	+0.9%	+$6.55K	0.43%	59
2021 Q2	$781K	Sell	3,339 -263	-7%	-$61.7K	0.46%	58
2021 Q1	$821K	Sell	3,602 -260	-7%	-$58.6K	0.5%	56
2020 Q4	$846K	Hold	3,862	–	–	0.54%	56
2020 Q3	$732K	Buy	3,862 +34	+0.9%	+$6.2K	0.52%	56
2020 Q2	$670K	Buy	3,828 +198	+5%	+$33K	0.52%	56
2020 Q1	$520K	Buy	3,630 +85	+2%	+$15K	0.46%	58
2019 Q4	$673K	Sell	3,545 -230	-6%	-$43.4K	0.53%	57
2019 Q3	$782K	Buy	+3,775	New	+$758K	0.67%	54
2018 Q4	–	Sell	-5,810	Closed	-$1.25M	–	60
2018 Q3	$1.25M	Buy	5,810 +610	+12%	+$130K	1.11%	40
2018 Q2	$1.14M	Buy	5,200 +2,443	+89%	+$552K	1.11%	40
2018 Q1	$628K	Buy	+2,757	New	+$607K	0.62%	53

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

HC Financial Advisors's STZ Position: Q2 2022 in Review

HC Financial Advisors increased its Constellation Brands (STZ) stake by 1.3% in Q2 2022, buying an estimated $11.7K and bringing the position to 3,780 shares worth $881K. The position accounts for 0.59% of the portfolio, ranked #56.

HC Financial Advisors first reported a position in STZ in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.25M in Q3 2018. 1,216 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

HC Financial Advisors held 3,780 shares of Constellation Brands worth $881K as of Q2 2022.
HC Financial Advisors bought 48 Constellation Brands shares in Q2 2022, an estimated $11.7K.
Constellation Brands made up 0.59% of HC Financial Advisors's portfolio in Q2 2022, its #56 holding.
HC Financial Advisors first reported a position in Constellation Brands in Q1 2018 and has held it in 15 quarters since.
HC Financial Advisors's Constellation Brands position peaked at $1.25M in Q3 2018.
1,216 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.