Retirement Guys Formula’s Constellation Brands STZ Stock Holding History

Retirement Guys Formula’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	–	Sell	-2,010	Closed	-$486K	–	148
2023 Q4	$486K	Sell	2,010 -5	-0.2%	-$1.19K	0.26%	90
2023 Q3	$506K	Buy	2,015 +5	+0.2%	+$1.3K	0.35%	76
2023 Q2	$495K	Sell	2,010 -24	-1%	-$5.62K	0.29%	85
2023 Q1	$459K	Buy	2,034 +90	+5%	+$20K	0.33%	95
2022 Q4	$451K	Buy	1,944 +292	+18%	+$69.9K	0.37%	91
2022 Q3	$380K	Buy	1,652 +269	+19%	+$65.6K	0.4%	71
2022 Q2	$322K	Buy	1,383 +404	+41%	+$98.3K	0.33%	89
2022 Q1	$225K	Buy	+979	New	+$226K	0.15%	123

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 Guys Formula's STZ Position: Q1 2024 in Review

Retirement Guys Formula sold out of Constellation Brands (STZ) in Q1 2024, closing a stake of 2,010 shares — an estimated $486K sold.

Retirement Guys Formula first reported a position in STZ in Q1 2022 and held it in 8 quarters. The position peaked at $506K in Q3 2023. 1,321 funds tracked by Wall St. Rank hold STZ as of Q1 2024.

Retirement Guys Formula reported no remaining Constellation Brands position as of Q1 2024 after selling out during the quarter.
Retirement Guys Formula sold 2,010 Constellation Brands shares in Q1 2024, an estimated $486K.
Retirement Guys Formula first reported a position in Constellation Brands in Q1 2022 and held it in 8 quarters.
Retirement Guys Formula's Constellation Brands position peaked at $506K in Q3 2023.
1,321 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2024.

Based on Retirement Guys Formula's 13F filing for Q1 2024, filed 19 Apr 2024.