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Institutional & Family Asset Management’s Constellation Brands STZ Stock Holding History

Institutional & Family Asset 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
2021
Q4 		– Sell
-45
Closed -$9K – 919
2021
Q3 		$9K Buy
45
+5
+13% +$1.09K ﹤0.01% 568
2021
Q2 		$9K Buy
40
+20
+100% +$4.7K ﹤0.01% 617
2021
Q1 		$5K Buy
+20
New +$4.51K ﹤0.01% 698
2020
Q4 		– Sell
-30
Closed -$6K – 929
2020
Q3 		$6K Sell
30
-30
-50% -$5.47K ﹤0.01% 567
2020
Q2 		$10K Buy
+60
New +$9.99K ﹤0.01% 488
2020
Q1 		– Sell
-52
Closed -$10K – 902
2019
Q4 		$10K Buy
52
+10
+24% +$1.89K ﹤0.01% 507
2019
Q3 		$9K Sell
42
-265
-86% -$53.2K ﹤0.01% 494
2019
Q2 		$60K Sell
307
-350
-53% -$68.3K 0.01% 291
2019
Q1 		$115K Buy
657
+155
+31% +$26.1K 0.02% 227
2018
Q4 		$81K Sell
502
-405
-45% -$80.5K 0.02% 263
2018
Q3 		$196K Buy
907
+70
+8% +$14.9K 0.04% 188
2018
Q2 		$183K Buy
837
+220
+36% +$49.7K 0.04% 188
2018
Q1 		$141K Sell
617
-720
-54% -$159K 0.03% 197
2017
Q4 		$306K Buy
+1,337
New +$289K 0.06% 136

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Institutional & Family Asset Management's STZ Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Constellation Brands (STZ) in Q4 2021, closing a stake of 45 shares — an estimated $9K sold.

Institutional & Family Asset Management first reported a position in STZ in Q4 2017 and held it in 14 quarters. The position peaked at $306K in Q4 2017. 1,227 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Constellation Brands position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 45 Constellation Brands shares in Q4 2021, an estimated $9K.
  • Institutional & Family Asset Management first reported a position in Constellation Brands in Q4 2017 and held it in 14 quarters.
  • Institutional & Family Asset Management's Constellation Brands position peaked at $306K in Q4 2017.
  • 1,227 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.