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Lloyd Advisory Services’s Constellation Brands STZ Stock Holding History

Lloyd Advisory Services’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
2021
Q4 		– Sell
-8
Closed -$2K – 457
2021
Q3 		$2K Hold
8
– – ﹤0.01% 352
2021
Q2 		$2K Hold
8
– – ﹤0.01% 361
2021
Q1 		$2K Hold
8
– – ﹤0.01% 340
2020
Q4 		$2K Sell
8
-3
-27% -$590 ﹤0.01% 318
2020
Q3 		$2K Sell
11
-8
-42% -$1.46K ﹤0.01% 291
2020
Q2 		$3K Buy
+19
New +$3.17K ﹤0.01% 258

Other funds holding STZ

Vanguard Group
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lloyd Advisory Services's STZ Position: Q4 2021 in Review

Lloyd Advisory Services sold out of Constellation Brands (STZ) in Q4 2021, closing a stake of 8 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in STZ in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q2 2020. 1,227 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

  • Lloyd Advisory Services reported no remaining Constellation Brands position as of Q4 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 8 Constellation Brands shares in Q4 2021, an estimated $2K.
  • Lloyd Advisory Services first reported a position in Constellation Brands in Q2 2020 and held it in 6 quarters.
  • Lloyd Advisory Services's Constellation Brands position peaked at $3K in Q2 2020.
  • 1,227 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Lloyd Advisory Services's 13F filing for Q4 2021, filed 26 Jan 2022.