Leelyn Smith’s Constellation Brands STZ Stock Holding History

Leelyn Smith’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	-152	Closed	-$35.2K	–	385
2022 Q4	$35.2K	Hold	152	–	–	0.01%	205
2022 Q3	$35K	Hold	152	–	–	0.01%	179
2022 Q2	$35K	Sell	152 -52	-25%	-$12.7K	0.01%	213
2022 Q1	$47K	Buy	204 +15	+8%	+$3.46K	0.01%	203
2021 Q4	$47K	Hold	189	–	–	0.01%	205
2021 Q3	$40K	Hold	189	–	–	0.01%	207
2021 Q2	$44K	Sell	189 -609	-76%	-$143K	0.01%	201
2021 Q1	$182K	Sell	798 -154	-16%	-$34.7K	0.05%	122
2020 Q4	$209K	Sell	952 -2,940	-76%	-$578K	0.07%	118
2020 Q3	$738K	Buy	3,892 +566	+17%	+$103K	0.26%	77
2020 Q2	$582K	Buy	3,326 +806	+32%	+$134K	0.24%	80
2020 Q1	$361K	Buy	2,520 +782	+45%	+$138K	0.19%	83
2019 Q4	$329	Buy	+1,738	New	+$328K	0.16%	90

Other funds holding STZ

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Leelyn Smith's STZ Position: Q1 2023 in Review

Leelyn Smith sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 152 shares — an estimated $35.2K sold.

Leelyn Smith first reported a position in STZ in Q4 2019 and held it in 13 quarters. The position peaked at $738K in Q3 2020. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

Leelyn Smith reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 152 Constellation Brands shares in Q1 2023, an estimated $35.2K.
Leelyn Smith first reported a position in Constellation Brands in Q4 2019 and held it in 13 quarters.
Leelyn Smith's Constellation Brands position peaked at $738K in Q3 2020.
1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.