Ranch Capital Advisors’s Constellation Brands STZ Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-641	Closed	-$135K	–	525
2021 Q3	$135K	Sell	641 -99	-13%	-$21.6K	0.08%	177
2021 Q2	$173K	Sell	740 -25	-3%	-$5.87K	0.1%	171
2021 Q1	$174K	Hold	765	–	–	0.12%	166
2020 Q4	$167K	Buy	765 +469	+158%	+$92.2K	0.12%	163
2020 Q3	$56K	Hold	296	–	–	0.05%	264
2020 Q2	$50K	Sell	296 -125	-30%	-$20.8K	0.04%	306
2020 Q1	$60K	Sell	421 -1	-0.2%	-$176	0.06%	240
2019 Q4	$80K	Sell	422 -200	-32%	-$37.8K	0.06%	248
2019 Q3	$129K	Buy	+622	New	+$125K	0.14%	180

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ranch Capital Advisors's STZ Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Constellation Brands (STZ) in Q4 2021, closing a stake of 641 shares — an estimated $135K sold.

Ranch Capital Advisors first reported a position in STZ in Q3 2019 and held it in 9 quarters. The position peaked at $174K in Q1 2021. 1,227 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

Ranch Capital Advisors reported no remaining Constellation Brands position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 641 Constellation Brands shares in Q4 2021, an estimated $135K.
Ranch Capital Advisors first reported a position in Constellation Brands in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's Constellation Brands position peaked at $174K in Q1 2021.
1,227 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.