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Private Portfolio Partners’s Constellation Brands STZ Stock Holding History

Private Portfolio Partners’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
2022
Q4 		– Sell
-1,136
Closed -$261K – 276
2022
Q3 		$261K Buy
+1,136
New +$277K 0.07% 216
2022
Q2 		– Sell
-1,544
Closed -$356K – 289
2022
Q1 		$356K Sell
1,544
-540
-26% -$125K 0.09% 203
2021
Q4 		$523K Sell
2,084
-100
-5% -$22.8K 0.13% 149
2021
Q3 		$460K Buy
2,184
+480
+28% +$105K 0.13% 152
2021
Q2 		$399K Buy
1,704
+30
+2% +$7.04K 0.12% 167
2021
Q1 		$382K Buy
1,674
+70
+4% +$15.8K 0.12% 160
2020
Q4 		$351K Buy
1,604
+12
+0.8% +$2.36K 0.12% 150
2020
Q3 		$302K Buy
+1,592
New +$290K 0.12% 154

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Private Portfolio Partners's STZ Position: Q4 2022 in Review

Private Portfolio Partners sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 1,136 shares — an estimated $261K sold.

Private Portfolio Partners first reported a position in STZ in Q3 2020 and held it in 8 quarters. The position peaked at $523K in Q4 2021. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

  • Private Portfolio Partners reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
  • Private Portfolio Partners sold 1,136 Constellation Brands shares in Q4 2022, an estimated $261K.
  • Private Portfolio Partners first reported a position in Constellation Brands in Q3 2020 and held it in 8 quarters.
  • Private Portfolio Partners's Constellation Brands position peaked at $523K in Q4 2021.
  • 1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Private Portfolio Partners's 13F filing for Q4 2022, filed 1 Feb 2023.