JGC
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J. Goldman & Co’s Constellation Brands STZ Stock Holding History

J. Goldman & Co’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
Q3 		– Sell
-431,859
Closed -$111M – 609
2024
Q2 		$111M Buy
+431,859
New +$111M 3.14% 2
2023
Q2 		– Sell
-168,223
Closed -$38M – 490
2023
Q1 		$38M Buy
+168,223
New +$37.4M 1.54% 10
2016
Q4 		– Sell
-8,300
Closed -$1.38M – 378
2016
Q3 		$1.38M Buy
8,300
+1,500
+22% +$247K 0.08% 216
2016
Q2 		$1.13M Buy
+6,800
New +$1.06M 0.06% 246

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

J. Goldman & Co's STZ Position: Q3 2024 in Review

J. Goldman & Co sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 431,859 shares — an estimated $111M sold.

J. Goldman & Co first reported a position in STZ in Q2 2016 and held it in 4 quarters. The position peaked at $111M in Q2 2024. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • J. Goldman & Co reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
  • J. Goldman & Co sold 431,859 Constellation Brands shares in Q3 2024, an estimated $111M.
  • J. Goldman & Co first reported a position in Constellation Brands in Q2 2016 and held it in 4 quarters.
  • J. Goldman & Co's Constellation Brands position peaked at $111M in Q2 2024.
  • 1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.