Jupiter Asset Management’s Constellation Brands STZ Stock Holding History

Jupiter Asset Management’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	-1,847	Closed	-$424K	–	563
2022 Q3	$424K	Hold	1,847	–	–	0.01%	453
2022 Q2	$430K	Buy	+1,847	New	+$450K	0.01%	500
2021 Q3	–	Sell	-19,574	Closed	-$4.58M	–	644
2021 Q2	$4.58M	Sell	19,574 -5,323	-21%	-$1.25M	0.05%	310
2021 Q1	$5.67M	Buy	24,897 +3,923	+19%	+$884K	0.06%	302
2020 Q4	$4.59M	Buy	20,974 +4,839	+30%	+$951K	0.05%	322
2020 Q3	$3.06M	Sell	16,135 -3,882	-19%	-$708K	0.03%	373
2020 Q2	$3.49M	Buy	+20,017	New	+$3.33M	0.12%	164

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

Jupiter Asset Management's STZ Position: Q4 2022 in Review

Jupiter Asset Management sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 1,847 shares — an estimated $424K sold.

Jupiter Asset Management first reported a position in STZ in Q2 2020 and held it in 7 quarters. The position peaked at $5.67M in Q1 2021. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

Jupiter Asset Management reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
Jupiter Asset Management sold 1,847 Constellation Brands shares in Q4 2022, an estimated $424K.
Jupiter Asset Management first reported a position in Constellation Brands in Q2 2020 and held it in 7 quarters.
Jupiter Asset Management's Constellation Brands position peaked at $5.67M in Q1 2021.
1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Jupiter Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.