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Patriot Investment Management Group’s Constellation Brands STZ Stock Holding History

Patriot Investment Management 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
2023
Q4 		– Sell
-849
Closed -$213K – 238
2023
Q3 		$213K Sell
849
-333
-28% -$86.9K 0.02% 221
2023
Q2 		$291K Sell
1,182
-335
-22% -$78.4K 0.02% 207
2023
Q1 		$343K Sell
1,517
-224
-13% -$49.8K 0.03% 189
2022
Q4 		$398K Sell
1,741
-238
-12% -$57K 0.03% 184
2022
Q3 		$454K Sell
1,979
-197
-9% -$48K 0.05% 165
2022
Q2 		$507K Sell
2,176
-883
-29% -$215K 0.05% 163
2022
Q1 		$704K Buy
3,059
+41
+1% +$9.47K 0.06% 141
2021
Q4 		$757K Buy
3,018
+180
+6% +$41K 0.06% 139
2021
Q3 		$597K Buy
2,838
+138
+5% +$30.1K 0.05% 154
2021
Q2 		$631K Buy
2,700
+220
+9% +$51.6K 0.06% 151
2021
Q1 		$565K Buy
2,480
+188
+8% +$42.4K 0.06% 149
2020
Q4 		$502K Buy
2,292
+245
+12% +$48.2K 0.08% 118
2020
Q3 		$387K Buy
2,047
+276
+16% +$50.3K 0.05% 160
2020
Q2 		$310K Buy
1,771
+215
+14% +$35.8K 0.04% 177
2020
Q1 		$223K Sell
1,556
-946
-38% -$167K 0.03% 188
2019
Q4 		$474K Sell
2,502
-34
-1% -$6.42K 0.06% 154
2019
Q3 		$493K Buy
2,536
+108
+4% +$21.7K 0.07% 144
2019
Q2 		$478K Buy
2,428
+81
+3% +$15.8K 0.07% 149
2019
Q1 		$411K Buy
+2,347
New +$395K 0.06% 160

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Investment Management Group's STZ Position: Q4 2023 in Review

Patriot Investment Management Group sold out of Constellation Brands (STZ) in Q4 2023, closing a stake of 849 shares — an estimated $213K sold.

Patriot Investment Management Group first reported a position in STZ in Q1 2019 and held it in 19 quarters. The position peaked at $757K in Q4 2021. 1,297 funds tracked by Wall St. Rank hold STZ as of Q4 2023.

  • Patriot Investment Management Group reported no remaining Constellation Brands position as of Q4 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 849 Constellation Brands shares in Q4 2023, an estimated $213K.
  • Patriot Investment Management Group first reported a position in Constellation Brands in Q1 2019 and held it in 19 quarters.
  • Patriot Investment Management Group's Constellation Brands position peaked at $757K in Q4 2021.
  • 1,297 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2023.

Based on Patriot Investment Management Group's 13F filing for Q4 2023, filed 17 Jan 2024.