InTrack Investment Management’s Constellation Brands STZ Stock Holding History

InTrack 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
2024 Q4	–	Sell	-1,781	Closed	-$459K	–	125
2024 Q3	$459K	Sell	1,781 -58	-3%	-$14.4K	0.33%	87
2024 Q2	$473K	Buy	1,839 +127	+7%	+$32.7K	0.34%	87
2024 Q1	$465K	Buy	+1,712	New	+$433K	0.35%	89
2023 Q4	–	Sell	-884	Closed	-$222K	–	139
2023 Q3	$222K	Sell	884 -904	-51%	-$236K	0.2%	121
2023 Q2	$440K	Buy	+1,788	New	+$418K	0.36%	95

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

InTrack Investment Management's STZ Position: Q4 2024 in Review

InTrack Investment Management sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,781 shares — an estimated $459K sold.

InTrack Investment Management first reported a position in STZ in Q2 2023 and held it in 5 quarters. The position peaked at $473K in Q2 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

InTrack Investment Management reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
InTrack Investment Management sold 1,781 Constellation Brands shares in Q4 2024, an estimated $459K.
InTrack Investment Management first reported a position in Constellation Brands in Q2 2023 and held it in 5 quarters.
InTrack Investment Management's Constellation Brands position peaked at $473K in Q2 2024.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on InTrack Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.