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Oxford Financial Group’s Constellation Brands STZ Stock Holding History

Oxford Financial Group’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
Q4 		– Sell
-1,390
Closed -$358K – 321
2024
Q3 		$358K Sell
1,390
-366
-21% -$90.7K 0.02% 183
2024
Q2 		$452K Buy
1,756
+330
+23% +$84.9K 0.03% 161
2024
Q1 		$388K Buy
1,426
+45
+3% +$11.4K 0.03% 156
2023
Q4 		$334K Buy
1,381
+30
+2% +$7.13K 0.02% 171
2023
Q3 		$340K Sell
1,351
-23
-2% -$6K 0.03% 161
2023
Q2 		$338K Buy
+1,374
New +$322K 0.03% 166

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Oxford Financial Group's STZ Position: Q4 2024 in Review

Oxford Financial Group sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,390 shares — an estimated $358K sold.

Oxford Financial Group first reported a position in STZ in Q2 2023 and held it in 6 quarters. The position peaked at $452K in Q2 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Oxford Financial Group reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Oxford Financial Group sold 1,390 Constellation Brands shares in Q4 2024, an estimated $358K.
  • Oxford Financial Group first reported a position in Constellation Brands in Q2 2023 and held it in 6 quarters.
  • Oxford Financial Group's Constellation Brands position peaked at $452K in Q2 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Oxford Financial Group's 13F filing for Q4 2024, filed 11 Feb 2025.