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Prudent Man Advisors’s Constellation Brands STZ Stock Holding History

Prudent Man Advisors’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
Q3 		– Sell
-2,292
Closed -$590K – 193
2024
Q2 		$590K Buy
2,292
+82
+4% +$21.1K 0.21% 108
2024
Q1 		$601K Sell
2,210
-46
-2% -$11.6K 0.23% 109
2023
Q4 		$545K Sell
2,256
-56
-2% -$13.3K 0.2% 110
2023
Q3 		$581K Sell
2,312
-57
-2% -$14.9K 0.23% 102
2023
Q2 		$583K Sell
2,369
-39
-2% -$9.13K 0.22% 103
2023
Q1 		$544K Sell
2,408
-14
-0.6% -$3.12K 0.21% 108
2022
Q4 		$562K Buy
2,422
+688
+40% +$165K 0.23% 109
2022
Q3 		$398K Sell
1,734
-9
-0.5% -$2.19K 0.19% 110
2022
Q2 		$406K Sell
1,743
-21
-1% -$5.11K 0.19% 107
2022
Q1 		$406K Sell
1,764
-33
-2% -$7.62K 0.16% 113
2021
Q4 		$451K Sell
1,797
-17
-0.9% -$3.87K 0.17% 107
2021
Q3 		$382K Sell
1,814
-20
-1% -$4.37K 0.14% 117
2021
Q2 		$429K Buy
1,834
+86
+5% +$20.2K 0.17% 112
2021
Q1 		$399K Buy
1,748
+7
+0.4% +$1.58K 0.17% 109
2020
Q4 		$381K Buy
1,741
+10
+0.6% +$1.97K 0.16% 109
2020
Q3 		$328K Buy
1,731
+58
+3% +$10.6K 0.17% 106
2020
Q2 		$293K Buy
+1,673
New +$279K 0.26% 102

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Prudent Man Advisors's STZ Position: Q3 2024 in Review

Prudent Man Advisors sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 2,292 shares — an estimated $590K sold.

Prudent Man Advisors first reported a position in STZ in Q2 2020 and held it in 17 quarters. The position peaked at $601K in Q1 2024. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • Prudent Man Advisors reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
  • Prudent Man Advisors sold 2,292 Constellation Brands shares in Q3 2024, an estimated $590K.
  • Prudent Man Advisors first reported a position in Constellation Brands in Q2 2020 and held it in 17 quarters.
  • Prudent Man Advisors's Constellation Brands position peaked at $601K in Q1 2024.
  • 1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Prudent Man Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.