LM Advisors’s Constellation Brands STZ Stock Holding History

LM 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 Q1	–	Sell	-1,033	Closed	-$250K	–	648
2023 Q4	$250K	Buy	+1,033	New	+$246K	0.05%	176

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

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

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

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

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

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

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

LM Advisors's STZ Position: Q1 2024 in Review

LM Advisors sold out of Constellation Brands (STZ) in Q1 2024, closing a stake of 1,033 shares — an estimated $250K sold.

LM Advisors first reported a position in STZ in Q4 2023 and held it in 1 quarter. The position peaked at $250K in Q4 2023. 1,321 funds tracked by Wall St. Rank hold STZ as of Q1 2024.

LM Advisors reported no remaining Constellation Brands position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 1,033 Constellation Brands shares in Q1 2024, an estimated $250K.
LM Advisors first reported a position in Constellation Brands in Q4 2023 and held it in 1 quarter.
LM Advisors's Constellation Brands position peaked at $250K in Q4 2023.
1,321 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.