Operose Advisors’s Constellation Brands STZ Stock Holding History

Operose Advisors’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	-50	Closed	-$11K	–	380
2022 Q3	$11K	Buy	+50	New	+$12.2K	0.01%	255

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

Operose Advisors's STZ Position: Q4 2022 in Review

Operose Advisors sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 50 shares — an estimated $11K sold.

Operose Advisors first reported a position in STZ in Q3 2022 and held it in 1 quarter. The position peaked at $11K in Q3 2022. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

Operose Advisors reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
Operose Advisors sold 50 Constellation Brands shares in Q4 2022, an estimated $11K.
Operose Advisors first reported a position in Constellation Brands in Q3 2022 and held it in 1 quarter.
Operose Advisors's Constellation Brands position peaked at $11K in Q3 2022.
1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Operose Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.