Herold Advisors’s Constellation Brands STZ Stock Holding History

Herold 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
2023 Q1	–	Sell	-4,375	Closed	-$1.01M	–	239
2022 Q4	$1.01M	Hold	4,375	–	–	0.43%	73
2022 Q3	$1M	Hold	4,375	–	–	0.48%	71
2022 Q2	$1.02M	Sell	4,375 -50	-1%	-$12.2K	0.45%	75
2022 Q1	$1.02M	Hold	4,425	–	–	0.36%	85
2021 Q4	$1.11M	Hold	4,425	–	–	0.43%	80
2021 Q3	$932K	Buy	+4,425	New	+$966K	0.36%	81

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Herold Advisors's STZ Position: Q1 2023 in Review

Herold Advisors sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 4,375 shares — an estimated $1.01M sold.

Herold Advisors first reported a position in STZ in Q3 2021 and held it in 6 quarters. The position peaked at $1.11M in Q4 2021. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

Herold Advisors reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
Herold Advisors sold 4,375 Constellation Brands shares in Q1 2023, an estimated $1.01M.
Herold Advisors first reported a position in Constellation Brands in Q3 2021 and held it in 6 quarters.
Herold Advisors's Constellation Brands position peaked at $1.11M in Q4 2021.
1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Herold Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.