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Psagot Value Holdings’s Constellation Brands STZ Stock Holding History

Psagot Value Holdings’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
Q3 		– Sell
-700
Closed -$163K – 392
2022
Q2 		$163K Buy
700
+77
+12% +$18.7K 0.04% 204
2022
Q1 		$143K Hold
623
– – 0.03% 230
2021
Q4 		$156K Sell
623
-408
-40% -$93K 0.03% 233
2021
Q3 		$217K Hold
1,031
– – 0.04% 251
2021
Q2 		$241K Hold
1,031
– – 0.01% 285
2021
Q1 		$235K Sell
1,031
-33
-3% -$7.44K 0.01% 263
2020
Q4 		$233K Sell
1,064
-170
-14% -$33.4K 0.01% 245
2020
Q3 		$234K Sell
1,234
-97
-7% -$17.7K 0.01% 253
2020
Q2 		$233K Hold
1,331
– – 0.01% 231
2020
Q1 		$191K Sell
1,331
-86
-6% -$15.2K 0.01% 225
2019
Q4 		$269K Buy
1,417
+602
+74% +$114K 0.01% 258
2019
Q3 		$169K Buy
815
+534
+190% +$107K 0.01% 256
2019
Q2 		$55K Sell
281
-79
-22% -$15.4K ﹤0.01% 338
2019
Q1 		$63K Buy
+360
New +$60.6K ﹤0.01% 339
2017
Q1 		– Sell
-32
Closed -$5K – 372
2016
Q4 		$5K Buy
+32
New +$5.08K ﹤0.01% 333

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 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Psagot Value Holdings's STZ Position: Q3 2022 in Review

Psagot Value Holdings sold out of Constellation Brands (STZ) in Q3 2022, closing a stake of 700 shares — an estimated $163K sold.

Psagot Value Holdings first reported a position in STZ in Q4 2016 and held it in 15 quarters. The position peaked at $269K in Q4 2019. 1,211 funds tracked by Wall St. Rank hold STZ as of Q3 2022.

  • Psagot Value Holdings reported no remaining Constellation Brands position as of Q3 2022 after selling out during the quarter.
  • Psagot Value Holdings sold 700 Constellation Brands shares in Q3 2022, an estimated $163K.
  • Psagot Value Holdings first reported a position in Constellation Brands in Q4 2016 and held it in 15 quarters.
  • Psagot Value Holdings's Constellation Brands position peaked at $269K in Q4 2019.
  • 1,211 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2022.

Based on Psagot Value Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.