Lokken Investment Group’s Constellation Brands STZ Stock Holding History

Lokken Investment Group’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	-2,237	Closed	-$519K	–	135
2022 Q4	$519K	Buy	2,237 +105	+5%	+$25.1K	0.41%	56
2022 Q3	$490K	Sell	2,132 -30	-1%	-$7.31K	0.42%	52
2022 Q2	$504K	Buy	2,162 +1	+0%	+$243	0.41%	54
2022 Q1	$532K	Hold	2,161	–	–	0.42%	52
2021 Q4	$542K	Sell	2,161 -35	-2%	-$7.98K	0.39%	53
2021 Q3	$463K	Sell	2,196 -69	-3%	-$15.1K	0.37%	57
2021 Q2	$530K	Hold	2,265	–	–	0.43%	53
2021 Q1	$516K	Sell	2,265 -330	-13%	-$74.4K	0.46%	51
2020 Q4	$568K	Buy	+2,595	New	+$510K	0.52%	44

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

Lokken Investment Group's STZ Position: Q1 2023 in Review

Lokken Investment Group sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 2,237 shares — an estimated $519K sold.

Lokken Investment Group first reported a position in STZ in Q4 2020 and held it in 9 quarters. The position peaked at $568K in Q4 2020. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

Lokken Investment Group reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
Lokken Investment Group sold 2,237 Constellation Brands shares in Q1 2023, an estimated $519K.
Lokken Investment Group first reported a position in Constellation Brands in Q4 2020 and held it in 9 quarters.
Lokken Investment Group's Constellation Brands position peaked at $568K in Q4 2020.
1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Lokken Investment Group's 13F filing for Q1 2023, filed 9 May 2023.