Paradigm Asset Management’s Constellation Brands STZ Stock Holding History

Paradigm Asset Management’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	-5,200	Closed	-$1.34M	–	571
2024 Q3	$1.34M	Hold	5,200	–	–	0.35%	110
2024 Q2	$1.34M	Buy	+5,200	New	+$1.34M	0.37%	94
2023 Q2	–	Sell	-4,900	Closed	-$1.11M	–	576
2023 Q1	$1.11M	Hold	4,900	–	–	0.3%	105
2022 Q4	$1.14M	Buy	+4,900	New	+$1.17M	0.32%	89
2015 Q4	–	Sell	-11,350	Closed	-$1.42M	–	848
2015 Q3	$1.42M	Sell	11,350 -40,950	-78%	-$5.05M	0.19%	156
2015 Q2	$6.07M	Buy	52,300 +400	+0.8%	+$47.2K	0.68%	36
2015 Q1	$6.03M	Buy	51,900 +39,100	+305%	+$4.4M	0.67%	36
2014 Q4	$1.26M	Buy	12,800 +7,000	+121%	+$641K	0.16%	175
2014 Q3	$506K	Buy	+5,800	New	+$504K	0.07%	288

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Paradigm Asset Management's STZ Position: Q4 2024 in Review

Paradigm Asset Management sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 5,200 shares — an estimated $1.34M sold.

Paradigm Asset Management first reported a position in STZ in Q3 2014 and held it in 9 quarters. The position peaked at $6.07M in Q2 2015. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Paradigm Asset Management reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
Paradigm Asset Management sold 5,200 Constellation Brands shares in Q4 2024, an estimated $1.34M.
Paradigm Asset Management first reported a position in Constellation Brands in Q3 2014 and held it in 9 quarters.
Paradigm Asset Management's Constellation Brands position peaked at $6.07M in Q2 2015.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Paradigm Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.