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Roble Belko & Company’s Constellation Brands STZ Stock Holding History

Roble Belko & Company’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
2022
Q2 		– Sell
-61
Closed -$14K – 379
2022
Q1 		$14K Buy
+61
New +$14.1K ﹤0.01% 270
2017
Q2 		– Sell
-21
Closed -$3K – 346
2017
Q1 		$3K Hold
21
– – ﹤0.01% 295
2016
Q4 		$3K Buy
+21
New +$3.34K ﹤0.01% 313

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roble Belko & Company's STZ Position: Q2 2022 in Review

Roble Belko & Company sold out of Constellation Brands (STZ) in Q2 2022, closing a stake of 61 shares — an estimated $14K sold.

Roble Belko & Company first reported a position in STZ in Q4 2016 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 1,215 funds tracked by Wall St. Rank hold STZ as of Q2 2022.

  • Roble Belko & Company reported no remaining Constellation Brands position as of Q2 2022 after selling out during the quarter.
  • Roble Belko & Company sold 61 Constellation Brands shares in Q2 2022, an estimated $14K.
  • Roble Belko & Company first reported a position in Constellation Brands in Q4 2016 and held it in 3 quarters.
  • Roble Belko & Company's Constellation Brands position peaked at $14K in Q1 2022.
  • 1,215 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2022.

Based on Roble Belko & Company's 13F filing for Q2 2022, filed 10 Aug 2022.