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Kowal Investment Group’s Constellation Brands STZ Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-12
Closed -$3K – 830
2021
Q3 		$3K Buy
+12
New +$2.62K ﹤0.01% 756

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kowal Investment Group's STZ Position: Q4 2021 in Review

Kowal Investment Group sold out of Constellation Brands (STZ) in Q4 2021, closing a stake of 12 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in STZ in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 1,227 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

  • Kowal Investment Group reported no remaining Constellation Brands position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 12 Constellation Brands shares in Q4 2021, an estimated $3K.
  • Kowal Investment Group first reported a position in Constellation Brands in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Constellation Brands position peaked at $3K in Q3 2021.
  • 1,227 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.