Relative Value Partners Group’s Constellation Brands STZ Stock Holding History

Relative Value Partners Group’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 Q2	$532K	Buy	+2,067	New	+$532K	0.07%	218

Other funds holding STZ

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Relative Value Partners Group's STZ Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Constellation Brands (STZ) in Q2 2024: 2,067 shares worth $532K. The stake represents 0.07% of the portfolio and ranks #218 among its holdings.

1,341 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

Relative Value Partners Group held 2,067 shares of Constellation Brands worth $532K as of Q2 2024.
Constellation Brands was a new Relative Value Partners Group position in Q2 2024.
Constellation Brands made up 0.07% of Relative Value Partners Group's portfolio in Q2 2024, its #218 holding.
1,341 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.