Lenox Wealth Advisors’s Constellation Brands STZ Stock Holding History

Lenox Wealth 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
2022 Q1	$14K	Buy	57 +2	+4%	+$462	﹤0.01%	430
2021 Q4	$14K	Buy	55 +6	+12%	+$1.37K	﹤0.01%	462
2021 Q3	$10K	Hold	49	–	–	﹤0.01%	472
2021 Q2	$11K	Hold	49	–	–	﹤0.01%	467
2021 Q1	$11K	Hold	49	–	–	﹤0.01%	406
2020 Q4	$11K	Hold	49	–	–	﹤0.01%	418
2020 Q3	$9K	Hold	49	–	–	﹤0.01%	391
2020 Q2	$9K	Sell	49 -22	-31%	-$3.66K	﹤0.01%	395
2020 Q1	$10K	Hold	71	–	–	﹤0.01%	348
2019 Q4	$13K	Buy	71 +22	+45%	+$4.16K	﹤0.01%	389
2019 Q3	$10K	Hold	49	–	–	﹤0.01%	364
2019 Q2	$10K	Hold	49	–	–	﹤0.01%	284
2019 Q1	$9K	Hold	49	–	–	﹤0.01%	285
2018 Q4	$8K	Hold	49	–	–	﹤0.01%	272
2018 Q3	$11K	Hold	49	–	–	﹤0.01%	276
2018 Q2	$11K	Hold	49	–	–	﹤0.01%	345
2018 Q1	$11K	Buy	+49	New	+$10.8K	﹤0.01%	353
2017 Q3	–	Sell	-258	Closed	-$50K	–	281
2017 Q2	$50K	Buy	+258	New	+$45.9K	0.02%	54

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Lenox Wealth Advisors's STZ Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Constellation Brands (STZ) stake by 3.6% in Q1 2022, buying an estimated $462 and bringing the position to 57 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Lenox Wealth Advisors first reported a position in STZ in Q2 2017 and has held it in 18 quarters since. The position peaked at $50K in Q2 2017. 1,203 funds tracked by Wall St. Rank hold STZ as of Q1 2022.

Lenox Wealth Advisors held 57 shares of Constellation Brands worth $14K as of Q1 2022.
Lenox Wealth Advisors bought 2 Constellation Brands shares in Q1 2022, an estimated $462.
Constellation Brands made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #430 holding.
Lenox Wealth Advisors first reported a position in Constellation Brands in Q2 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's Constellation Brands position peaked at $50K in Q2 2017.
1,203 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.