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Homrich & Berg’s Constellation Brands STZ Stock Holding History

Homrich & Berg’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
2021
Q3 		$223K Buy
+1,058
New +$231K 0.01% 423

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Homrich & Berg's STZ Position: Q3 2021 in Review

Homrich & Berg opened a new position in Constellation Brands (STZ) in Q3 2021: 1,058 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings.

1,127 funds tracked by Wall St. Rank hold STZ as of Q3 2021.

  • Homrich & Berg held 1,058 shares of Constellation Brands worth $223K as of Q3 2021.
  • Constellation Brands was a new Homrich & Berg position in Q3 2021.
  • Constellation Brands made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #423 holding.
  • 1,127 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.