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Okabena Investment Services’s Constellation Brands STZ Stock Holding History

Okabena Investment 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
2024
Q3 		– Sell
-1,770
Closed -$455K – 122
2024
Q2 		$455K Buy
+1,770
New +$455K 0.14% 89
2022
Q4 		– Sell
-1,770
Closed -$407K – 246
2022
Q3 		$407K Buy
+1,770
New +$431K 0.2% 82

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Okabena Investment Services's STZ Position: Q3 2024 in Review

Okabena Investment Services sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 1,770 shares — an estimated $455K sold.

Okabena Investment Services first reported a position in STZ in Q3 2022 and held it in 2 quarters. The position peaked at $455K in Q2 2024. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • Okabena Investment Services reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
  • Okabena Investment Services sold 1,770 Constellation Brands shares in Q3 2024, an estimated $455K.
  • Okabena Investment Services first reported a position in Constellation Brands in Q3 2022 and held it in 2 quarters.
  • Okabena Investment Services's Constellation Brands position peaked at $455K in Q2 2024.
  • 1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Okabena Investment Services's 13F filing for Q3 2024, filed 12 Nov 2024.