HI
STZ icon

Hudock Inc’s Constellation Brands STZ Stock Holding History

Hudock Inc’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
Q4 		– Sell
-89
Closed -$20K – 658
2022
Q3 		$20K Hold
89
– – 0.01% 437
2022
Q2 		$20K Hold
89
– – 0.01% 423
2022
Q1 		$20K Hold
89
– – 0.01% 447
2021
Q4 		$22K Hold
89
– – 0.01% 431
2021
Q3 		$18K Sell
89
-167
-65% -$36.4K 0.01% 463
2021
Q2 		$59K Buy
256
+167
+188% +$39.2K 0.02% 300
2021
Q1 		$20K Buy
89
+39
+78% +$8.79K 0.01% 445
2020
Q4 		$10K Hold
50
– – ﹤0.01% 514
2020
Q3 		$9K Hold
50
– – ﹤0.01% 480
2020
Q2 		$8K Buy
+50
New +$8.33K ﹤0.01% 478
2019
Q1 		– Sell
-61
Closed -$9K – 707
2018
Q4 		$9K Hold
61
– – ﹤0.01% 408
2018
Q3 		$13K Hold
61
– – 0.01% 402
2018
Q2 		$13K Buy
+61
New +$13.8K 0.01% 397

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Hudock Inc's STZ Position: Q4 2022 in Review

Hudock Inc sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 89 shares — an estimated $20K sold.

Hudock Inc first reported a position in STZ in Q2 2018 and held it in 13 quarters. The position peaked at $59K in Q2 2021. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

  • Hudock Inc reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 89 Constellation Brands shares in Q4 2022, an estimated $20K.
  • Hudock Inc first reported a position in Constellation Brands in Q2 2018 and held it in 13 quarters.
  • Hudock Inc's Constellation Brands position peaked at $59K in Q2 2021.
  • 1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.