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Premier Asset Management’s Constellation Brands STZ Stock Holding History

Premier 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
2023
Q1 		– Sell
-978
Closed -$227K – 83
2022
Q4 		$227K Sell
978
-18
-2% -$4.31K 0.28% 95
2022
Q3 		$229K Buy
+996
New +$243K 0.24% 91

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Premier Asset Management's STZ Position: Q1 2023 in Review

Premier Asset Management sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 978 shares — an estimated $227K sold.

Premier Asset Management first reported a position in STZ in Q3 2022 and held it in 2 quarters. The position peaked at $229K in Q3 2022. 1,190 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

  • Premier Asset Management reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
  • Premier Asset Management sold 978 Constellation Brands shares in Q1 2023, an estimated $227K.
  • Premier Asset Management first reported a position in Constellation Brands in Q3 2022 and held it in 2 quarters.
  • Premier Asset Management's Constellation Brands position peaked at $229K in Q3 2022.
  • 1,190 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Premier Asset Management's 13F filing for Q1 2023.