Sky Investment Group’s Constellation Brands STZ Stock Holding History

Sky Investment Group’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
2021 Q4	–	Sell	-3,631	Closed	-$765K	–	131
2021 Q3	$765K	Sell	3,631 -1,076	-23%	-$235K	0.17%	89
2021 Q2	$1.1M	Sell	4,707 -623	-12%	-$146K	0.25%	80
2021 Q1	$1.22M	Sell	5,330 -638	-11%	-$144K	0.29%	72
2020 Q4	$1.31M	Sell	5,968 -1,310	-18%	-$258K	0.33%	69
2020 Q3	$1.38M	Sell	7,278 -1,440	-17%	-$263K	0.38%	67
2020 Q2	$1.52M	Sell	8,718 -65	-0.7%	-$10.8K	0.52%	59
2020 Q1	$1.26M	Sell	8,783 -145	-2%	-$25.6K	0.51%	57
2019 Q4	$1.69M	Sell	8,928 -555	-6%	-$105K	0.55%	52
2019 Q3	$1.97M	Sell	9,483 -135	-1%	-$27.1K	0.68%	50
2019 Q2	$1.89M	Buy	9,618 +55	+0.6%	+$10.7K	0.66%	49
2019 Q1	$1.68M	Buy	9,563 +843	+10%	+$142K	0.62%	47
2018 Q4	$1.4M	Buy	8,720 +326	+4%	+$64.8K	0.59%	47
2018 Q3	$1.81M	Buy	+8,394	New	+$1.78M	0.69%	48

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 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sky Investment Group's STZ Position: Q4 2021 in Review

Sky Investment Group sold out of Constellation Brands (STZ) in Q4 2021, closing a stake of 3,631 shares — an estimated $765K sold.

Sky Investment Group first reported a position in STZ in Q3 2018 and held it in 13 quarters. The position peaked at $1.97M in Q3 2019. 1,227 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

Sky Investment Group reported no remaining Constellation Brands position as of Q4 2021 after selling out during the quarter.
Sky Investment Group sold 3,631 Constellation Brands shares in Q4 2021, an estimated $765K.
Sky Investment Group first reported a position in Constellation Brands in Q3 2018 and held it in 13 quarters.
Sky Investment Group's Constellation Brands position peaked at $1.97M in Q3 2019.
1,227 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Sky Investment Group's 13F filing for Q4 2021, filed 24 Jan 2022.