RIM
STZ icon

Rampart Investment Management’s Constellation Brands STZ Stock Holding History

Rampart Investment 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
2020
Q4 		– Sell
-590
Closed -$112K – 317
2020
Q3 		$112K Sell
590
-671
-53% -$122K 0.07% 235
2020
Q2 		$221K Sell
1,261
-234
-16% -$39K 0.04% 364
2020
Q1 		$214K Sell
1,495
-908
-38% -$160K 0.1% 182
2019
Q4 		$456K Sell
2,403
-19,170
-89% -$3.62M 0.06% 332
2019
Q3 		$4.47M Buy
21,573
+18,821
+684% +$3.78M 0.55% 45
2019
Q2 		$542K Sell
2,752
-7
-0.3% -$1.37K 0.06% 303
2019
Q1 		$484K Buy
2,759
+974
+55% +$164K 0.06% 325
2018
Q4 		$287K Sell
1,785
-28,580
-94% -$5.68M 0.08% 215
2018
Q3 		$412K Buy
30,365
+2,965
+11% +$630K 0.18% 134
2018
Q2 		$6M Sell
27,400
-2,918
-10% -$659K 0.59% 40
2018
Q1 		$6.91M Buy
30,318
+28,208
+1,337% +$6.21M 0.66% 36
2017
Q4 		$482K Sell
2,110
-5
-0.2% -$1.08K 0.19% 131
2017
Q3 		$422K Sell
2,115
-118
-5% -$23.4K 0.14% 168
2017
Q2 		$433K Buy
2,233
+1,742
+355% +$310K 0.16% 149
2017
Q1 		$80K Buy
+491
New +$76.5K 0.03% 180

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rampart Investment Management's STZ Position: Q4 2020 in Review

Rampart Investment Management sold out of Constellation Brands (STZ) in Q4 2020, closing a stake of 590 shares — an estimated $112K sold.

Rampart Investment Management first reported a position in STZ in Q1 2017 and held it in 15 quarters. The position peaked at $6.91M in Q1 2018. 1,133 funds tracked by Wall St. Rank hold STZ as of Q4 2020.

  • Rampart Investment Management reported no remaining Constellation Brands position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 590 Constellation Brands shares in Q4 2020, an estimated $112K.
  • Rampart Investment Management first reported a position in Constellation Brands in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's Constellation Brands position peaked at $6.91M in Q1 2018.
  • 1,133 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.