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Sargent Bickham Lagudis’s Constellation Brands STZ Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$2.91M Buy
12,563
+291
+2% +$69.6K 0.24% 83
2022
Q3 		$2.82M Sell
12,272
-158
-1% -$38.5K 0.25% 83
2022
Q2 		$2.9M Buy
12,430
+84
+0.7% +$20.4K 0.25% 91
2022
Q1 		$2.84M Buy
12,346
+1,347
+12% +$311K 0.22% 91
2021
Q4 		$2.76M Buy
10,999
+2,026
+23% +$462K 0.21% 94
2021
Q3 		$1.89M Buy
8,973
+155
+2% +$33.8K 0.15% 106
2021
Q2 		$2.06M Buy
8,818
+157
+2% +$36.9K 0.17% 101
2021
Q1 		$1.98M Sell
8,661
-939
-10% -$212K 0.17% 97
2020
Q4 		$2.1M Sell
9,600
-464
-5% -$91.2K 0.19% 89
2020
Q3 		$1.91M Buy
10,064
+364
+4% +$66.4K 0.19% 90
2020
Q2 		$1.7M Buy
9,700
+1,792
+23% +$298K 0.18% 94
2020
Q1 		$1.13M Buy
7,908
+1,093
+16% +$193K 0.15% 110
2019
Q4 		$1.29M Sell
6,815
-1,592
-19% -$301K 0.14% 106
2019
Q3 		$1.74M Buy
8,407
+1,405
+20% +$282K 0.21% 88
2019
Q2 		$1.38M Buy
7,002
+162
+2% +$31.6K 0.16% 108
2019
Q1 		$1.2M Buy
6,840
+2,485
+57% +$419K 0.14% 112
2018
Q4 		$700K Sell
4,355
-1,194
-22% -$237K 0.09% 125
2018
Q3 		$1.2M Buy
5,549
+1,903
+52% +$405K 0.14% 110
2018
Q2 		$798K Buy
3,646
+3,618
+12,921% +$817K 0.1% 124
2018
Q1 		$6K Sell
28
-61
-69% -$13.4K ﹤0.01% 655
2017
Q4 		$20K Buy
89
+61
+218% +$13.2K ﹤0.01% 496
2017
Q3 		$6K Hold
28
– – ﹤0.01% 682
2017
Q2 		$5K Buy
+28
New +$4.98K ﹤0.01% 656

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Sargent Bickham Lagudis's STZ Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Constellation Brands (STZ) stake by 2.4% in Q4 2022, buying an estimated $69.6K and bringing the position to 12,563 shares worth $2.91M. The position accounts for 0.24% of the portfolio, ranked #83.

Sargent Bickham Lagudis first reported a position in STZ in Q2 2017 and has held it in 23 quarters since. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

  • Sargent Bickham Lagudis held 12,563 shares of Constellation Brands worth $2.91M as of Q4 2022.
  • Sargent Bickham Lagudis bought 291 Constellation Brands shares in Q4 2022, an estimated $69.6K.
  • Constellation Brands made up 0.24% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #83 holding.
  • Sargent Bickham Lagudis first reported a position in Constellation Brands in Q2 2017 and has held it in 23 quarters since.
  • 1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.