Industrial Alliance Investment Management’s Constellation Brands STZ Stock Holding History

Industrial Alliance Investment Management’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 Q2	–	Sell	-38,854	Closed	-$8.78M	–	453
2023 Q1	$8.78M	Buy	38,854 +5,473	+16%	+$1.22M	0.24%	85
2022 Q4	$7.74M	Hold	33,381	–	–	0.22%	112
2022 Q3	$7.67M	Hold	33,381	–	–	0.23%	105
2022 Q2	$7.78M	Sell	33,381 -113	-0.3%	-$27.5K	0.22%	110
2022 Q1	$7.71M	Buy	33,494 +7,976	+31%	+$1.84M	0.18%	125
2021 Q4	$6.4M	Buy	+25,518	New	+$5.82M	0.15%	139

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Industrial Alliance Investment Management's STZ Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Constellation Brands (STZ) in Q2 2023, closing a stake of 38,854 shares — an estimated $8.78M sold.

Industrial Alliance Investment Management first reported a position in STZ in Q4 2021 and held it in 6 quarters. The position peaked at $8.78M in Q1 2023. 1,229 funds tracked by Wall St. Rank hold STZ as of Q2 2023.

Industrial Alliance Investment Management reported no remaining Constellation Brands position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 38,854 Constellation Brands shares in Q2 2023, an estimated $8.78M.
Industrial Alliance Investment Management first reported a position in Constellation Brands in Q4 2021 and held it in 6 quarters.
Industrial Alliance Investment Management's Constellation Brands position peaked at $8.78M in Q1 2023.
1,229 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.