Laffer Tengler Investments’s Constellation Brands STZ Stock Holding History

Laffer Tengler Investments’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
2024 Q3	–	Sell	-12	Closed	-$2.97K	–	327
2024 Q2	$2.97K	Buy	12 +4	+50%	+$1.03K	﹤0.01%	358
2024 Q1	$2.04K	Buy	+8	New	+$2.02K	﹤0.01%	377
2022 Q4	–	Sell	-13	Closed	-$3.06K	–	475
2022 Q3	$3.06K	Hold	13	–	–	﹤0.01%	352
2022 Q2	$3.09K	Hold	13	–	–	﹤0.01%	328
2022 Q1	$3.04K	Hold	13	–	–	﹤0.01%	351
2021 Q4	$3.31K	Hold	13	–	–	﹤0.01%	328
2021 Q3	$2.77K	Buy	+13	New	+$2.84K	﹤0.01%	432
2019 Q2	–	Sell	-11,934	Closed	-$2.09M	–	170
2019 Q1	$2.09M	Hold	11,934	–	–	0.56%	85
2018 Q4	$1.92M	Hold	11,934	–	–	0.57%	87
2018 Q3	$2.57M	Hold	11,934	–	–	0.64%	59
2018 Q2	$2.61M	Hold	11,934	–	–	0.67%	52
2018 Q1	$2.72M	Buy	+11,934	New	+$2.63M	0.68%	44
2016 Q2	–	Sell	-15,528	Closed	-$2.35M	–	265
2016 Q1	$2.35M	Buy	+15,528	New	+$2.24M	0.63%	42
2015 Q4	–	Hold	0	–	–	–	47
2015 Q3	–	Sell	-15,528	Closed	-$1.92M	–	57
2015 Q2	$1.8M	Buy	+15,528	New	+$1.83M	0.44%	93

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Laffer Tengler Investments's STZ Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 12 shares — an estimated $2.97K sold.

Laffer Tengler Investments first reported a position in STZ in Q2 2015 and held it in 14 quarters. The position peaked at $2.72M in Q1 2018. 1,324 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

Laffer Tengler Investments reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 12 Constellation Brands shares in Q3 2024, an estimated $2.97K.
Laffer Tengler Investments first reported a position in Constellation Brands in Q2 2015 and held it in 14 quarters.
Laffer Tengler Investments's Constellation Brands position peaked at $2.72M in Q1 2018.
1,324 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.