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Lakewood Asset Management’s Constellation Brands STZ Stock Holding History

Lakewood 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
2023
Q1 		– Sell
-87
Closed -$20K – 271
2022
Q4 		$20K Buy
+87
New +$20.8K 0.02% 232

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lakewood Asset Management's STZ Position: Q1 2023 in Review

Lakewood Asset Management sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 87 shares — an estimated $20K sold.

Lakewood Asset Management first reported a position in STZ in Q4 2022 and held it in 1 quarter. The position peaked at $20K in Q4 2022. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

  • Lakewood Asset Management reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 87 Constellation Brands shares in Q1 2023, an estimated $20K.
  • Lakewood Asset Management first reported a position in Constellation Brands in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Constellation Brands position peaked at $20K in Q4 2022.
  • 1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.