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SpiderRock Advisors’s Constellation Brands STZ Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$309K Hold
1,200
– – ﹤0.01% 725
2024
Q2 		$309K Hold
1,200
– – 0.01% 658
2024
Q1 		$320K Buy
+1,200
New +$304K 0.01% 616

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SpiderRock Advisors's STZ Position: Q3 2024 in Review

SpiderRock Advisors reduced its Constellation Brands (STZ) stake by 32% in Q3 2024, selling an estimated $208K and leaving 1,788 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #642.

SpiderRock Advisors first reported a position in STZ in Q1 2024 and has held it in 3 quarters since. The position peaked at $676K in Q2 2024. 1,323 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • SpiderRock Advisors held 1,788 shares of Constellation Brands worth $461K as of Q3 2024.
  • SpiderRock Advisors sold 839 Constellation Brands shares in Q3 2024, an estimated $208K.
  • Constellation Brands made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #642 holding.
  • SpiderRock Advisors first reported a position in Constellation Brands in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Constellation Brands position peaked at $676K in Q2 2024.
  • 1,323 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.