Itau Unibanco Holding S.A.’s Constellation Brands STZ Stock Holding History

Itau Unibanco Holding S.A.’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 Q1	–	Sell	-731	Closed	-$172K	–	598
2022 Q4	$172K	Sell	731 -85	-10%	-$20.3K	0.01%	225
2022 Q3	$187K	Sell	816 -6,023	-88%	-$1.47M	0.01%	234
2022 Q2	$1.59M	Buy	+6,839	New	+$1.66M	0.06%	124
2021 Q3	–	Sell	-142	Closed	-$33K	–	437
2021 Q2	$33K	Buy	+142	New	+$33.3K	﹤0.01%	257
2020 Q2	–	Sell	-459	Closed	-$66K	–	408
2020 Q1	$66K	Buy	+459	New	+$81K	0.01%	190
2018 Q3	–	Sell	-4,098	Closed	-$896K	–	771
2018 Q2	$896K	Sell	4,098 -2,440	-37%	-$551K	0.09%	65
2018 Q1	$1.49M	Buy	6,538 +2,455	+60%	+$541K	0.01%	94
2017 Q4	$933K	Buy	4,083 +1,888	+86%	+$408K	0.06%	93
2017 Q3	$1.39M	Sell	2,195 -158	-7%	-$31.3K	0.09%	119
2017 Q2	$456K	Buy	2,353 +2,061	+706%	+$367K	0.05%	117
2017 Q1	$47K	Buy	+292	New	+$45.5K	0.01%	212

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Itau Unibanco Holding S.A.'s STZ Position: Q1 2023 in Review

Itau Unibanco Holding S.A. sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 731 shares — an estimated $172K sold.

Itau Unibanco Holding S.A. first reported a position in STZ in Q1 2017 and held it in 11 quarters. The position peaked at $1.59M in Q2 2022. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

Itau Unibanco Holding S.A. reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 731 Constellation Brands shares in Q1 2023, an estimated $172K.
Itau Unibanco Holding S.A. first reported a position in Constellation Brands in Q1 2017 and held it in 11 quarters.
Itau Unibanco Holding S.A.'s Constellation Brands position peaked at $1.59M in Q2 2022.
1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2023, filed 12 May 2023.