Northwest Investment Counselors’s Constellation Brands STZ Stock Holding History

Northwest Investment Counselors’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 Q3	$61.6K	Buy	+239	New	+$59.2K	0.01%	226
2024 Q2	–	Sell	-170	Closed	-$46.2K	–	455
2024 Q1	$46.2K	Buy	+170	New	+$43K	0.01%	244
2023 Q4	–	Sell	-170	Closed	-$42.7K	–	481
2023 Q3	$42.7K	Hold	170	–	–	0.01%	243
2023 Q2	$41.8K	Hold	170	–	–	0.01%	257
2023 Q1	$38.4K	Hold	170	–	–	0.01%	271
2022 Q4	$39.4K	Buy	+170	New	+$40.7K	0.01%	267

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northwest Investment Counselors's STZ Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Constellation Brands (STZ) in Q3 2024: 239 shares worth $61.6K. The stake represents 0.01% of the portfolio and ranks #226 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in STZ as recently as Q1 2024.

Northwest Investment Counselors first reported a position in STZ in Q4 2022 and has held it in 6 quarters since. 1,323 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

Northwest Investment Counselors held 239 shares of Constellation Brands worth $61.6K as of Q3 2024.
Constellation Brands was a new Northwest Investment Counselors position in Q3 2024.
Constellation Brands made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #226 holding.
Northwest Investment Counselors first reported a position in Constellation Brands in Q4 2022 and has held it in 6 quarters since.
1,323 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.