Laurie J. Hall Trustee’s Constellation Brands STZ Stock Holding History

Laurie J. Hall Trustee’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
2025 Q1	–	Sell	-770	Closed	-$170K	–	221
2024 Q4	$170K	Hold	770	–	–	0.06%	127
2024 Q3	$198K	Buy	770 +470	+157%	+$116K	0.06%	125
2024 Q2	$77K	Hold	300	–	–	0.03%	156
2024 Q1	$82K	Hold	300	–	–	0.03%	155
2023 Q4	$73K	Hold	300	–	–	0.03%	158
2023 Q3	$75K	Hold	300	–	–	0.03%	150
2023 Q2	$74K	Hold	300	–	–	0.03%	156
2023 Q1	$68K	Hold	300	–	–	0.03%	159
2022 Q4	$70K	Hold	300	–	–	0.03%	152
2022 Q3	$69K	Hold	300	–	–	0.03%	150
2022 Q2	$70K	Hold	300	–	–	0.03%	155
2022 Q1	$69K	Hold	300	–	–	0.03%	166
2021 Q4	$75K	Hold	300	–	–	0.03%	165
2021 Q3	$63K	Hold	300	–	–	0.02%	177
2021 Q2	$70K	Hold	300	–	–	0.03%	175
2021 Q1	$68K	Hold	300	–	–	0.03%	178
2020 Q4	$66K	Hold	300	–	–	0.03%	176
2020 Q3	$57K	Buy	+300	New	+$54.7K	0.03%	171

Other funds holding STZ

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurie J. Hall Trustee's STZ Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 770 shares — an estimated $170K sold.

Laurie J. Hall Trustee first reported a position in STZ in Q3 2020 and held it in 18 quarters. The position peaked at $198K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Laurie J. Hall Trustee reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 770 Constellation Brands shares in Q1 2025, an estimated $170K.
Laurie J. Hall Trustee first reported a position in Constellation Brands in Q3 2020 and held it in 18 quarters.
Laurie J. Hall Trustee's Constellation Brands position peaked at $198K in Q3 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.