Perkins Coie Trust Company’s Constellation Brands STZ Stock Holding History

Perkins Coie Trust Company’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 Q3	–	Sell	-50	Closed	-$12.3K	–	612
2023 Q2	$12.3K	Buy	+50	New	+$11.7K	﹤0.01%	177
2020 Q3	–	Sell	-4	Closed	-$1K	–	294
2020 Q2	$1K	Sell	4 -7	-64%	-$1.17K	﹤0.01%	285
2020 Q1	$2K	Buy	11 +4	+57%	+$706	﹤0.01%	276
2019 Q4	$1K	Hold	7	–	–	﹤0.01%	293
2019 Q3	$1K	Hold	7	–	–	﹤0.01%	313
2019 Q2	$1K	Buy	+7	New	+$1.37K	﹤0.01%	313
2017 Q1	–	Sell	-190	Closed	-$29K	–	301
2016 Q4	$29K	Buy	+190	New	+$30.2K	0.02%	197

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Perkins Coie Trust Company's STZ Position: Q3 2023 in Review

Perkins Coie Trust Company sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 50 shares — an estimated $12.3K sold.

Perkins Coie Trust Company first reported a position in STZ in Q4 2016 and held it in 7 quarters. The position peaked at $29K in Q4 2016. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

Perkins Coie Trust Company reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
Perkins Coie Trust Company sold 50 Constellation Brands shares in Q3 2023, an estimated $12.3K.
Perkins Coie Trust Company first reported a position in Constellation Brands in Q4 2016 and held it in 7 quarters.
Perkins Coie Trust Company's Constellation Brands position peaked at $29K in Q4 2016.
1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Perkins Coie Trust Company's 13F filing for Q3 2023, filed 11 Oct 2023.