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Signet Financial Management’s Constellation Brands STZ Stock Holding History

Signet Financial Management’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
Q1 		– Sell
-39
Closed -$10K – 1204
2021
Q4 		$10K Buy
+39
New +$8.89K ﹤0.01% 1058
2018
Q4 		– Sell
-534
Closed -$115K – 748
2018
Q3 		$115K Buy
534
+35
+7% +$7.44K 0.02% 298
2018
Q2 		$109K Hold
499
– – 0.02% 303
2018
Q1 		$114K Buy
+499
New +$110K 0.02% 270

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Signet Financial Management's STZ Position: Q1 2022 in Review

Signet Financial Management sold out of Constellation Brands (STZ) in Q1 2022, closing a stake of 39 shares — an estimated $10K sold.

Signet Financial Management first reported a position in STZ in Q1 2018 and held it in 4 quarters. The position peaked at $115K in Q3 2018. 1,202 funds tracked by Wall St. Rank hold STZ as of Q1 2022.

  • Signet Financial Management reported no remaining Constellation Brands position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 39 Constellation Brands shares in Q1 2022, an estimated $10K.
  • Signet Financial Management first reported a position in Constellation Brands in Q1 2018 and held it in 4 quarters.
  • Signet Financial Management's Constellation Brands position peaked at $115K in Q3 2018.
  • 1,202 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.