Jacobs Levy Equity Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.3M | Buy |
425,966
+419,719
| +6,719% | +$68.3M | 0.27% | 90 |
|
|
2025
Q1 | $1.15M | Buy |
+6,247
| New | +$1.15M | ﹤0.01% | 784 |
|
|
2018
Q4 | – | Sell |
-1,950
| Closed | -$420K | – | 1063 |
|
|
2018
Q3 | $420K | Buy |
+1,950
| New | +$420K | 0.01% | 815 |
|
|
2018
Q2 | – | Sell |
-4,028
| Closed | -$918K | – | 1099 |
|
|
2018
Q1 | $918K | Sell |
4,028
-29,190
| -88% | -$6.65M | 0.02% | 661 |
|
|
2017
Q4 | $7.59M | Buy |
33,218
+20,450
| +160% | +$4.67M | 0.13% | 211 |
|
|
2017
Q3 | $2.55M | Buy |
12,768
+1,758
| +16% | +$351K | 0.05% | 386 |
|
|
2017
Q2 | $2.13M | Buy |
+11,010
| New | +$2.13M | 0.05% | 416 |
|