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Meridian Financial Partners’s Constellation Brands STZ Stock Holding History

Meridian Financial Partners’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
-1,301
Closed -$330K – 52
2023
Q4 		$330K Sell
1,301
-1,553
-54% -$369K 0.34% 41
2023
Q3 		$666K Sell
2,854
-1,237
-30% -$323K 0.68% 34
2023
Q2 		$1.1M Buy
4,091
+183
+5% +$42.8K 0.66% 38
2023
Q1 		$888K Sell
3,908
-7
-0.2% -$1.56K 1.01% 24
2022
Q4 		$848K Buy
3,915
+74
+2% +$17.7K 0.95% 26
2022
Q3 		$853K Sell
3,841
-11
-0.3% -$2.68K 1.21% 22
2022
Q2 		$945K Buy
3,852
+49
+1% +$11.9K 0.64% 42
2022
Q1 		$876K Buy
3,803
+221
+6% +$51K 1.31% 22
2021
Q4 		$870K Buy
3,582
+196
+6% +$44.7K 0.59% 38
2021
Q3 		$742K Buy
3,386
+68
+2% +$14.8K 0.5% 42
2021
Q2 		$747K Buy
3,318
+123
+4% +$28.9K 0.51% 41
2021
Q1 		$761K Buy
3,195
+108
+3% +$24.3K 0.57% 36
2020
Q4 		$702K Buy
3,087
+39
+1% +$7.67K 0.54% 36
2020
Q3 		$533K Buy
3,048
+368
+14% +$67.1K 0.45% 44
2020
Q2 		$480K Buy
2,680
+324
+14% +$54K 0.43% 43
2020
Q1 		$383K Buy
+2,356
New +$416K 0.41% 47

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Meridian Financial Partners's STZ Position: Q1 2024 in Review

Meridian Financial Partners sold out of Constellation Brands (STZ) in Q1 2024, closing a stake of 1,301 shares — an estimated $330K sold.

Meridian Financial Partners first reported a position in STZ in Q1 2020 and held it in 16 quarters. The position peaked at $1.1M in Q2 2023. 1,321 funds tracked by Wall St. Rank hold STZ as of Q1 2024.

  • Meridian Financial Partners reported no remaining Constellation Brands position as of Q1 2024 after selling out during the quarter.
  • Meridian Financial Partners sold 1,301 Constellation Brands shares in Q1 2024, an estimated $330K.
  • Meridian Financial Partners first reported a position in Constellation Brands in Q1 2020 and held it in 16 quarters.
  • Meridian Financial Partners's Constellation Brands position peaked at $1.1M in Q2 2023.
  • 1,321 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2024.

Based on Meridian Financial Partners's 13F filing for Q1 2024, filed 17 Apr 2024.