Joseph P. Lucia & Associates’s Constellation Brands STZ Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-50	Closed	-$12K	–	402
2022 Q2	$12K	Sell	50 -150	-75%	-$36.5K	0.01%	297
2022 Q1	$46K	Buy	+200	New	+$46.2K	0.03%	197
2021 Q4	–	Sell	-260	Closed	-$55K	–	501
2021 Q3	$55K	Hold	260	–	–	0.03%	210
2021 Q2	$61K	Hold	260	–	–	0.04%	207
2021 Q1	$59K	Hold	260	–	–	0.03%	196
2020 Q4	$57K	Buy	+260	New	+$51.1K	0.04%	179
2020 Q3	–	Sell	-260	Closed	-$45K	–	406
2020 Q2	$45K	Buy	260 +160	+160%	+$26.6K	0.04%	177
2020 Q1	$14K	Hold	100	–	–	0.02%	260
2019 Q4	$19K	Buy	+100	New	+$18.9K	0.02%	250

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Joseph P. Lucia & Associates's STZ Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Constellation Brands (STZ) in Q3 2022, closing a stake of 50 shares — an estimated $12K sold.

Joseph P. Lucia & Associates first reported a position in STZ in Q4 2019 and held it in 9 quarters. The position peaked at $61K in Q2 2021. 1,211 funds tracked by Wall St. Rank hold STZ as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Constellation Brands position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 50 Constellation Brands shares in Q3 2022, an estimated $12K.
Joseph P. Lucia & Associates first reported a position in Constellation Brands in Q4 2019 and held it in 9 quarters.
Joseph P. Lucia & Associates's Constellation Brands position peaked at $61K in Q2 2021.
1,211 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.