Safeguard Financial’s Constellation Brands STZ Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-3	Closed	-$1K	–	491
2023 Q2	$1K	Buy	+3	New	+$702	﹤0.01%	580

Other funds holding STZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Safeguard Financial's STZ Position: Q3 2023 in Review

Safeguard Financial sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 3 shares — an estimated $1K sold.

Safeguard Financial first reported a position in STZ in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

Safeguard Financial reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 3 Constellation Brands shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in Constellation Brands in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Constellation Brands position peaked at $1K in Q2 2023.
1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.