Retirement Group’s Constellation Brands STZ Stock Holding History

Retirement 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 Q1	$40K	Hold	147	–	–	0.01%	264
2023 Q4	$35.5K	Buy	147 +107	+268%	+$25.4K	0.01%	258
2023 Q3	$10.1K	Hold	40	–	–	﹤0.01%	411
2023 Q2	$9.85K	Hold	40	–	–	﹤0.01%	413
2023 Q1	$9K	Hold	40	–	–	﹤0.01%	409
2022 Q4	$9K	Buy	+40	New	+$9.57K	﹤0.01%	369
2022 Q3	–	Sell	-80	Closed	-$19K	–	774
2022 Q2	$19K	Buy	80 +40	+100%	+$9.73K	0.01%	335
2022 Q1	$9K	Hold	40	–	–	﹤0.01%	483
2021 Q4	$10K	Hold	40	–	–	﹤0.01%	446
2021 Q3	$8K	Hold	40	–	–	﹤0.01%	407
2021 Q2	$9K	Hold	40	–	–	﹤0.01%	428
2021 Q1	$9K	Hold	40	–	–	﹤0.01%	490
2020 Q4	$8K	Hold	40	–	–	﹤0.01%	456
2020 Q3	$8K	Hold	40	–	–	﹤0.01%	439
2020 Q2	$7K	Buy	+40	New	+$6.66K	﹤0.01%	421
2019 Q4	$8K	Buy	+40	New	+$7.55K	0.01%	404

Other funds holding STZ

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Retirement Group's STZ Position: Q1 2024 in Review

Retirement Group held its Constellation Brands (STZ) position steady in Q1 2024 at 147 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #264.

Retirement Group first reported a position in STZ in Q4 2019 and has held it in 16 quarters since. 1,321 funds tracked by Wall St. Rank hold STZ as of Q1 2024.

Retirement Group held 147 shares of Constellation Brands worth $40K as of Q1 2024.
Retirement Group left its Constellation Brands share count unchanged in Q1 2024.
Constellation Brands made up 0.01% of Retirement Group's portfolio in Q1 2024, its #264 holding.
Retirement Group first reported a position in Constellation Brands in Q4 2019 and has held it in 16 quarters since.
1,321 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.