LNC
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Lincoln National Corp’s Constellation Brands STZ Stock Holding History

Lincoln National Corp’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
-2,802
Closed -$761K – 1006
2024
Q1 		$761K Hold
2,802
– – 0.01% 603
2023
Q4 		$678K Buy
2,802
+237
+9% +$56.4K 0.01% 570
2023
Q3 		$645K Buy
2,565
+50
+2% +$13.1K 0.01% 522
2023
Q2 		$619K Sell
2,515
-10
-0.4% -$2.34K 0.01% 525
2023
Q1 		$570K Sell
2,525
-68
-3% -$15.1K 0.01% 538
2022
Q4 		$601K Sell
2,593
-59
-2% -$14.1K 0.01% 480
2022
Q3 		$610K Sell
2,652
-29
-1% -$7.07K 0.02% 441
2022
Q2 		$624K Buy
2,681
+109
+4% +$26.5K 0.01% 435
2022
Q1 		$593K Buy
2,572
+133
+5% +$30.7K 0.01% 474
2021
Q4 		$612K Buy
2,439
+14
+0.6% +$3.19K 0.01% 467
2021
Q3 		$511K Buy
2,425
+211
+10% +$46.1K 0.01% 489
2021
Q2 		$518K Buy
2,214
+147
+7% +$34.5K 0.01% 483
2021
Q1 		$471K Buy
2,067
+469
+29% +$106K 0.01% 476
2020
Q4 		$350K Sell
1,598
-54
-3% -$10.6K 0.01% 527
2020
Q3 		$313K Buy
1,652
+125
+8% +$22.8K 0.01% 497
2020
Q2 		$267K Buy
+1,527
New +$254K 0.01% 525
2019
Q4 		– Sell
-1,099
Closed -$228K – 662
2019
Q3 		$228K Buy
1,099
+60
+6% +$12K 0.01% 515
2019
Q2 		$205K Buy
+1,039
New +$203K 0.01% 523
2018
Q1 		– Sell
-1,054
Closed -$241K – 603
2017
Q4 		$241K Buy
+1,054
New +$228K 0.01% 555

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lincoln National Corp's STZ Position: Q2 2024 in Review

Lincoln National Corp sold out of Constellation Brands (STZ) in Q2 2024, closing a stake of 2,802 shares — an estimated $761K sold.

Lincoln National Corp first reported a position in STZ in Q4 2017 and held it in 19 quarters. The position peaked at $761K in Q1 2024. 1,339 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

  • Lincoln National Corp reported no remaining Constellation Brands position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 2,802 Constellation Brands shares in Q2 2024, an estimated $761K.
  • Lincoln National Corp first reported a position in Constellation Brands in Q4 2017 and held it in 19 quarters.
  • Lincoln National Corp's Constellation Brands position peaked at $761K in Q1 2024.
  • 1,339 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.