Schroder Investment Management Group’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Buy |
+5,498
| New | +$894K | ﹤0.01% | 1003 |
|
|
2024
Q3 | – | Sell |
-3,258
| Closed | -$838K | – | 1263 |
|
|
2024
Q2 | $838K | Buy |
+3,258
| New | +$838K | ﹤0.01% | 1053 |
|
|
2020
Q3 | – | Sell |
-2,417
| Closed | -$423K | – | 1387 |
|
|
2020
Q2 | $423K | Sell |
2,417
-3,187
| -57% | -$558K | ﹤0.01% | 1019 |
|
|
2020
Q1 | $797K | Buy |
5,604
+3,317
| +145% | +$472K | ﹤0.01% | 936 |
|
|
2019
Q4 | $434K | Buy |
2,287
+845
| +59% | +$160K | ﹤0.01% | 1066 |
|
|
2019
Q3 | $297K | Hold |
1,442
| – | – | ﹤0.01% | 1116 |
|
|
2019
Q2 | $284K | Sell |
1,442
-300
| -17% | -$59.1K | ﹤0.01% | 1052 |
|
|
2019
Q1 | $305K | Sell |
1,742
-3,327
| -66% | -$583K | ﹤0.01% | 1041 |
|
|
2018
Q4 | $815 | Buy |
5,069
+39
| +0.8% | +$6 | ﹤0.01% | 914 |
|
|
2018
Q3 | $1.09M | Buy |
5,030
+3,181
| +172% | +$686K | ﹤0.01% | 926 |
|
|
2018
Q2 | $430K | Hold |
1,849
| – | – | ﹤0.01% | 1065 |
|
|
2018
Q1 | $421K | Hold |
1,849
| – | – | ﹤0.01% | 1076 |
|
|
2017
Q4 | $423K | Buy |
1,849
+268
| +17% | +$61.3K | ﹤0.01% | 1121 |
|
|
2017
Q3 | $315K | Buy |
1,581
+212
| +15% | +$42.2K | ﹤0.01% | 1144 |
|
|
2017
Q2 | $264K | Sell |
1,369
-514
| -27% | -$99.1K | ﹤0.01% | 1137 |
|
|
2017
Q1 | $306K | Buy |
+1,883
| New | +$306K | ﹤0.01% | 1073 |
|