Pantheon Investment Group’s Constellation Brands STZ Stock Holding History

Pantheon Investment 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
2021 Q4	$2.31M	Sell	9,139 -955	-9%	-$218K	1.82%	15
2021 Q3	$2.12M	Buy	10,094 +1,476	+17%	+$322K	1.82%	14
2021 Q2	$2.02M	Buy	8,618 +614	+8%	+$144K	1.69%	18
2021 Q1	$1.82M	Buy	8,004 +300	+4%	+$67.6K	1.75%	16
2020 Q4	$1.69M	Sell	7,704 -1,490	-16%	-$293K	1.84%	16
2020 Q3	$1.74M	Buy	9,194 +507	+6%	+$92.5K	2.08%	15
2020 Q2	$1.52M	Buy	+8,687	New	+$1.45M	1.91%	16
2020 Q1	–	Sell	-7,937	Closed	-$1.51M	–	73
2019 Q4	$1.51M	Buy	+7,937	New	+$1.5M	1.42%	22

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pantheon Investment Group's STZ Position: Q4 2021 in Review

Pantheon Investment Group reduced its Constellation Brands (STZ) stake by 9.5% in Q4 2021, selling an estimated $218K and leaving 9,139 shares worth $2.31M. The position accounts for 1.82% of the portfolio, ranked #15.

Pantheon Investment Group first reported a position in STZ in Q4 2019 and has held it in 8 quarters since. 1,227 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

Pantheon Investment Group held 9,139 shares of Constellation Brands worth $2.31M as of Q4 2021.
Pantheon Investment Group sold 955 Constellation Brands shares in Q4 2021, an estimated $218K.
Constellation Brands made up 1.82% of Pantheon Investment Group's portfolio in Q4 2021, its #15 holding.
Pantheon Investment Group first reported a position in Constellation Brands in Q4 2019 and has held it in 8 quarters since.
1,227 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.