LBMC Investment Advisors’s Constellation Brands STZ Stock Holding History

LBMC Investment Advisors’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 Q2	–	Sell	-775	Closed	-$211K	–	191
2024 Q1	$211K	Buy	+775	New	+$196K	0.02%	173
2022 Q3	–	Sell	-1,025	Closed	-$239K	–	162
2022 Q2	$239K	Hold	1,025	–	–	0.03%	133
2022 Q1	$236K	Hold	1,025	–	–	0.02%	143
2021 Q4	$257K	Sell	1,025 -89	-8%	-$20.3K	0.02%	145
2021 Q3	$216	Buy	1,114 +89	+9%	+$19.4K	0.02%	156
2021 Q2	$240K	Buy	1,025 +25	+3%	+$5.87K	0.02%	149
2021 Q1	$228K	Hold	1,000	–	–	0.02%	123
2020 Q4	$219K	Buy	+1,000	New	+$197K	0.03%	125
2019 Q4	–	Sell	-1,000	Closed	-$207K	–	106
2019 Q3	$207K	Buy	+1,000	New	+$201K	0.03%	94

Other funds holding STZ

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LBMC Investment Advisors's STZ Position: Q2 2024 in Review

LBMC Investment Advisors sold out of Constellation Brands (STZ) in Q2 2024, closing a stake of 775 shares — an estimated $211K sold.

LBMC Investment Advisors first reported a position in STZ in Q3 2019 and held it in 9 quarters. The position peaked at $257K in Q4 2021. 1,339 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

LBMC Investment Advisors reported no remaining Constellation Brands position as of Q2 2024 after selling out during the quarter.
LBMC Investment Advisors sold 775 Constellation Brands shares in Q2 2024, an estimated $211K.
LBMC Investment Advisors first reported a position in Constellation Brands in Q3 2019 and held it in 9 quarters.
LBMC Investment Advisors's Constellation Brands position peaked at $257K in Q4 2021.
1,339 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on LBMC Investment Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.