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Sandy Spring Bank’s Constellation Brands STZ Stock Holding History

Sandy Spring Bank’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
2025
Q1 		$1.41M Sell
7,696
-4,788
-38% -$870K 0.06% 198
2024
Q4 		$2.76M Sell
12,484
-3,507
-22% -$833K 0.11% 146
2024
Q3 		$4.12M Sell
15,991
-884
-5% -$219K 0.17% 119
2024
Q2 		$4.34M Sell
16,875
-141
-0.8% -$36.3K 0.19% 113
2024
Q1 		$4.62M Sell
17,016
-190
-1% -$48.1K 0.21% 105
2023
Q4 		$4.16M Sell
17,206
-586
-3% -$139K 0.21% 108
2023
Q3 		$4.47M Sell
17,792
-90
-0.5% -$23.5K 0.25% 98
2023
Q2 		$4.4M Sell
17,882
-329
-2% -$77K 0.23% 100
2023
Q1 		$4.11M Sell
18,211
-1,277
-7% -$284K 0.23% 99
2022
Q4 		$4.52M Sell
19,488
-568
-3% -$136K 0.27% 93
2022
Q3 		$4.61M Buy
20,056
+260
+1% +$63.4K 0.29% 88
2022
Q2 		$4.61M Sell
19,796
-2,840
-13% -$691K 0.28% 93
2022
Q1 		$5.21M Sell
22,636
-1,657
-7% -$383K 0.26% 93
2021
Q4 		$6.1M Sell
24,293
-188
-0.8% -$42.8K 0.29% 84
2021
Q3 		$5.16M Sell
24,481
-892
-4% -$195K 0.27% 92
2021
Q2 		$5.93M Buy
25,373
+263
+1% +$61.7K 0.31% 79
2021
Q1 		$5.73M Sell
25,110
-66
-0.3% -$14.9K 0.33% 75
2020
Q4 		$5.51M Sell
25,176
-470
-2% -$92.4K 0.34% 75
2020
Q3 		$4.86M Buy
25,646
+1,313
+5% +$239K 0.33% 75
2020
Q2 		$4.26M Sell
24,333
-102
-0.4% -$17K 0.32% 80
2020
Q1 		$3.5M Buy
24,435
+585
+2% +$103K 0.32% 81
2019
Q4 		$4.53M Sell
23,850
-257
-1% -$48.5K 0.33% 78
2019
Q3 		$5M Buy
24,107
+32
+0.1% +$6.43K 0.39% 67
2019
Q2 		$4.74M Buy
24,075
+615
+3% +$120K 0.38% 71
2019
Q1 		$4.11M Buy
23,460
+4,817
+26% +$811K 0.35% 78
2018
Q4 		$3M Buy
18,643
+549
+3% +$109K 0.29% 89
2018
Q3 		$3.9M Buy
18,094
+1,983
+12% +$422K 0.32% 83
2018
Q2 		$3.53M Buy
16,111
+6,733
+72% +$1.52M 0.31% 84
2018
Q1 		$2.14M Buy
9,378
+1,128
+14% +$248K 0.19% 137
2017
Q4 		$1.89M Buy
8,250
+340
+4% +$73.5K 0.17% 146
2017
Q3 		$1.58M Buy
7,910
+95
+1% +$18.8K 0.15% 156
2017
Q2 		$1.51M Buy
7,815
+185
+2% +$32.9K 0.15% 160
2017
Q1 		$1.24M Buy
7,630
+36
+0.5% +$5.61K 0.12% 173
2016
Q4 		$1.16M Buy
7,594
+1,333
+21% +$212K 0.12% 178
2016
Q3 		$1.04M Buy
6,261
+635
+11% +$105K 0.11% 180
2016
Q2 		$930K Buy
5,626
+1,390
+33% +$218K 0.11% 182
2016
Q1 		$640K Buy
4,236
+1,538
+57% +$222K 0.07% 201
2015
Q4 		$384K Buy
2,698
+682
+34% +$93.9K 0.04% 229
2015
Q3 		$252K Hold
2,016
– – 0.03% 264
2015
Q2 		$234K Hold
2,016
– – 0.03% 279
2015
Q1 		$234K Hold
2,016
– – 0.03% 272
2014
Q4 		$198K Hold
2,016
– – 0.02% 270
2014
Q3 		$176K Hold
2,016
– – 0.02% 286
2014
Q2 		$178K Hold
2,016
– – 0.02% 283
2014
Q1 		$171K Hold
2,016
– – 0.03% 266
2013
Q4 		$142K Hold
2,016
– – 0.02% 285
2013
Q3 		$116K Hold
2,016
– – 0.02% 286
2013
Q2 		$105K Buy
+2,016
New +$102K 0.02% 279

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sandy Spring Bank's STZ Position: Q1 2025 in Review

Sandy Spring Bank reduced its Constellation Brands (STZ) stake by 38% in Q1 2025, selling an estimated $870K and leaving 7,696 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #198.

Sandy Spring Bank first reported a position in STZ in Q2 2013 and has held it in 48 quarters since. The position peaked at $6.1M in Q4 2021. 1,176 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Sandy Spring Bank held 7,696 shares of Constellation Brands worth $1.41M as of Q1 2025.
  • Sandy Spring Bank sold 4,788 Constellation Brands shares in Q1 2025, an estimated $870K.
  • Constellation Brands made up 0.06% of Sandy Spring Bank's portfolio in Q1 2025, its #198 holding.
  • Sandy Spring Bank first reported a position in Constellation Brands in Q2 2013 and has held it in 48 quarters since.
  • Sandy Spring Bank's Constellation Brands position peaked at $6.1M in Q4 2021.
  • 1,176 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.