Knowledge Leaders Capital’s Constellation Brands STZ Stock Holding History

Knowledge Leaders Capital’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	-1,951	Closed	-$452K	–	88
2022 Q4	$452K	Buy	1,951 +3	+0.2%	+$718	0.6%	80
2022 Q3	$447K	Buy	+1,948	New	+$475K	0.57%	74

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

Knowledge Leaders Capital's STZ Position: Q1 2023 in Review

Knowledge Leaders Capital sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 1,951 shares — an estimated $452K sold.

Knowledge Leaders Capital first reported a position in STZ in Q3 2022 and held it in 2 quarters. The position peaked at $452K in Q4 2022. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

Knowledge Leaders Capital reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
Knowledge Leaders Capital sold 1,951 Constellation Brands shares in Q1 2023, an estimated $452K.
Knowledge Leaders Capital first reported a position in Constellation Brands in Q3 2022 and held it in 2 quarters.
Knowledge Leaders Capital's Constellation Brands position peaked at $452K in Q4 2022.
1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Knowledge Leaders Capital's 13F filing for Q1 2023, filed 4 May 2023.