Resource Management’s Constellation Brands STZ Stock Holding History

Resource 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
2021 Q4	$896K	Sell	3,571 -419	-11%	-$95.5K	0.09%	76
2021 Q3	$841K	Sell	3,990 -10	-0.3%	-$2.18K	0.1%	74
2021 Q2	$936K	Buy	4,000 +1	+0%	+$235	0.11%	70
2021 Q1	$912K	Buy	3,999 +32	+0.8%	+$7.21K	0.11%	69
2020 Q4	$869K	Buy	3,967 +488	+14%	+$95.9K	0.12%	65
2020 Q3	$659K	Sell	3,479 -184	-5%	-$33.6K	0.11%	70
2020 Q2	$640K	Sell	3,663 -207	-5%	-$34.5K	0.11%	63
2020 Q1	$555K	Sell	3,870 -94	-2%	-$16.6K	0.12%	62
2019 Q4	$752K	Sell	3,964 -1,053	-21%	-$199K	0.12%	62
2019 Q3	$1.04M	Hold	5,017	–	–	0.18%	43
2019 Q2	$988K	Buy	5,017 +258	+5%	+$50.4K	0.17%	46
2019 Q1	$834K	Buy	4,759 +473	+11%	+$79.7K	0.15%	56
2018 Q4	$689K	Buy	4,286 +2,107	+97%	+$419K	0.14%	57
2018 Q3	$470K	Buy	2,179 +709	+48%	+$151K	0.09%	77
2018 Q2	$321K	Hold	1,470	–	–	0.06%	91
2018 Q1	$335K	Hold	1,470	–	–	0.07%	86
2017 Q4	$314K	Buy	+1,470	New	+$318K	0.06%	95

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

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

Resource Management's STZ Position: Q4 2021 in Review

Resource Management reduced its Constellation Brands (STZ) stake by 11% in Q4 2021, selling an estimated $95.5K and leaving 3,571 shares worth $896K. The position accounts for 0.09% of the portfolio, ranked #76.

Resource Management first reported a position in STZ in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.04M in Q3 2019. 1,228 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

Resource Management held 3,571 shares of Constellation Brands worth $896K as of Q4 2021.
Resource Management sold 419 Constellation Brands shares in Q4 2021, an estimated $95.5K.
Constellation Brands made up 0.09% of Resource Management's portfolio in Q4 2021, its #76 holding.
Resource Management first reported a position in Constellation Brands in Q4 2017 and has held it in 17 quarters since.
Resource Management's Constellation Brands position peaked at $1.04M in Q3 2019.
1,228 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.