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Investment Partners’s Constellation Brands STZ Stock Holding History

Investment Partners’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
-1,179
Closed -$271K – 230
2022
Q3 		$271K Buy
+1,179
New +$287K 0.08% 213
2022
Q1 		– Sell
-834
Closed -$209K – 171
2021
Q4 		$209K Buy
+834
New +$190K 0.09% 167
2018
Q3 		– Sell
-1,767
Closed -$387K – 159
2018
Q2 		$387K Sell
1,767
-125
-7% -$28.2K 0.29% 76
2018
Q1 		$431K Buy
1,892
+17
+0.9% +$3.74K 0.32% 71
2017
Q4 		$429K Buy
1,875
+50
+3% +$10.8K 0.32% 75
2017
Q3 		$364K Buy
+1,825
New +$361K 0.31% 80

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

Investment Partners's STZ Position: Q4 2022 in Review

Investment Partners sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 1,179 shares — an estimated $271K sold.

Investment Partners first reported a position in STZ in Q3 2017 and held it in 6 quarters. The position peaked at $431K in Q1 2018. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

  • Investment Partners reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 1,179 Constellation Brands shares in Q4 2022, an estimated $271K.
  • Investment Partners first reported a position in Constellation Brands in Q3 2017 and held it in 6 quarters.
  • Investment Partners's Constellation Brands position peaked at $431K in Q1 2018.
  • 1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.