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Moseley Investment Management’s Constellation Brands STZ Stock Holding History

Moseley Investment 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
2022
Q1 		– Sell
-1,131
Closed -$284K – 179
2021
Q4 		$284K Sell
1,131
-98
-8% -$22.3K 0.13% 153
2021
Q3 		$262K Sell
1,229
-331
-21% -$72.2K 0.13% 150
2021
Q2 		$365K Sell
1,560
-94
-6% -$22.1K 0.18% 121
2021
Q1 		$377K Sell
1,654
-187
-10% -$42.1K 0.21% 108
2020
Q4 		$403K Sell
1,841
-5
-0.3% -$983 0.23% 100
2020
Q3 		$350K Sell
1,846
-338
-15% -$61.6K 0.25% 96
2020
Q2 		$382K Sell
2,184
-187
-8% -$31.1K 0.32% 78
2020
Q1 		$340K Buy
2,371
+207
+10% +$36.5K 0.4% 70
2019
Q4 		$411K Buy
2,164
+275
+15% +$51.9K 0.4% 72
2019
Q3 		$392K Buy
1,889
+183
+11% +$36.7K 0.41% 70
2019
Q2 		$336K Buy
1,706
+377
+28% +$73.6K 0.31% 92
2019
Q1 		$233K Buy
+1,329
New +$224K 0.24% 112

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moseley Investment Management's STZ Position: Q1 2022 in Review

Moseley Investment Management sold out of Constellation Brands (STZ) in Q1 2022, closing a stake of 1,131 shares — an estimated $284K sold.

Moseley Investment Management first reported a position in STZ in Q1 2019 and held it in 12 quarters. The position peaked at $411K in Q4 2019. 1,202 funds tracked by Wall St. Rank hold STZ as of Q1 2022.

  • Moseley Investment Management reported no remaining Constellation Brands position as of Q1 2022 after selling out during the quarter.
  • Moseley Investment Management sold 1,131 Constellation Brands shares in Q1 2022, an estimated $284K.
  • Moseley Investment Management first reported a position in Constellation Brands in Q1 2019 and held it in 12 quarters.
  • Moseley Investment Management's Constellation Brands position peaked at $411K in Q4 2019.
  • 1,202 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2022.

Based on Moseley Investment Management's 13F filing for Q1 2022, filed 21 Apr 2022.