Monetta Financial Services’s Constellation Brands STZ Stock Holding History

Monetta Financial Services’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
2022 Q4	–	Sell	-2,200	Closed	-$505K	–	65
2022 Q3	$505K	Hold	2,200	–	–	0.58%	44
2022 Q2	$513K	Buy	+2,200	New	+$535K	0.54%	42
2016 Q4	–	Sell	-4,000	Closed	-$666K	–	76
2016 Q3	$666K	Hold	4,000	–	–	0.43%	50
2016 Q2	$662K	Hold	4,000	–	–	0.42%	52
2016 Q1	$604K	Buy	+4,000	New	+$578K	0.37%	61
2015 Q2	–	Sell	-18,000	Closed	-$2.09M	–	102
2015 Q1	$2.09M	Buy	+18,000	New	+$2.03M	1.11%	29

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Monetta Financial Services's STZ Position: Q4 2022 in Review

Monetta Financial Services sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 2,200 shares — an estimated $505K sold.

Monetta Financial Services first reported a position in STZ in Q1 2015 and held it in 6 quarters. The position peaked at $2.09M in Q1 2015. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

Monetta Financial Services reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
Monetta Financial Services sold 2,200 Constellation Brands shares in Q4 2022, an estimated $505K.
Monetta Financial Services first reported a position in Constellation Brands in Q1 2015 and held it in 6 quarters.
Monetta Financial Services's Constellation Brands position peaked at $2.09M in Q1 2015.
1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Monetta Financial Services's 13F filing for Q4 2022, filed 9 Feb 2023.