Mitsubishi UFJ Morgan Stanley Securities’s Constellation Brands STZ Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 Q4	–	Sell	-1,180	Closed	-$297K	–	33
2023 Q3	$297K	Buy	+1,180	New	+$308K	1.33%	20
2023 Q1	–	Sell	-90	Closed	-$21K	–	169
2022 Q4	$21K	Buy	+90	New	+$21.5K	0.18%	74
2022 Q1	–	Sell	-30	Closed	-$8K	–	198
2021 Q4	$8K	Sell	30 -40	-57%	-$9.12K	﹤0.01%	141
2021 Q3	$15K	Buy	+70	New	+$15.3K	0.01%	89
2014 Q4	$22K	Hold	220	–	–	0.05%	124
2014 Q3	$19K	Buy	+220	New	+$19.1K	0.05%	151

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mitsubishi UFJ Morgan Stanley Securities's STZ Position: Q4 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Constellation Brands (STZ) in Q4 2023, closing a stake of 1,180 shares — an estimated $297K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in STZ in Q3 2014 and held it in 6 quarters. The position peaked at $297K in Q3 2023. 1,297 funds tracked by Wall St. Rank hold STZ as of Q4 2023.

Mitsubishi UFJ Morgan Stanley Securities reported no remaining Constellation Brands position as of Q4 2023 after selling out during the quarter.
Mitsubishi UFJ Morgan Stanley Securities sold 1,180 Constellation Brands shares in Q4 2023, an estimated $297K.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Constellation Brands in Q3 2014 and held it in 6 quarters.
Mitsubishi UFJ Morgan Stanley Securities's Constellation Brands position peaked at $297K in Q3 2023.
1,297 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q4 2023, filed 6 Feb 2024.