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Lountzis Asset Management’s Constellation Brands STZ Stock Holding History

Lountzis Asset Management’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
-19
Closed -$3.97K – 86
2021
Q3 		$3.97K Buy
+19
New +$4.15K ﹤0.01% 84

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Lountzis Asset Management's STZ Position: Q4 2021 in Review

Lountzis Asset Management sold out of Constellation Brands (STZ) in Q4 2021, closing a stake of 19 shares — an estimated $3.97K sold.

Lountzis Asset Management first reported a position in STZ in Q3 2021 and held it in 1 quarter. The position peaked at $3.97K in Q3 2021. 1,227 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

  • Lountzis Asset Management reported no remaining Constellation Brands position as of Q4 2021 after selling out during the quarter.
  • Lountzis Asset Management sold 19 Constellation Brands shares in Q4 2021, an estimated $3.97K.
  • Lountzis Asset Management first reported a position in Constellation Brands in Q3 2021 and held it in 1 quarter.
  • Lountzis Asset Management's Constellation Brands position peaked at $3.97K in Q3 2021.
  • 1,227 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.