Spirit of America Management Corp’s Constellation Brands STZ Stock Holding History

Spirit of America Management Corp’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
2025 Q1	–	Sell	-1,400	Closed	-$309K	–	319
2024 Q4	$309K	Hold	1,400	–	–	0.06%	214
2024 Q3	$361K	Hold	1,400	–	–	0.07%	202
2024 Q2	$360K	Hold	1,400	–	–	0.07%	194
2024 Q1	$380K	Hold	1,400	–	–	0.08%	184
2023 Q4	$338K	Hold	1,400	–	–	0.07%	184
2023 Q3	$352K	Hold	1,400	–	–	0.08%	171
2023 Q2	$345K	Hold	1,400	–	–	0.08%	168
2023 Q1	$316K	Hold	1,400	–	–	0.07%	163
2022 Q4	$324K	Buy	1,400 +200	+17%	+$47.9K	0.07%	167
2022 Q3	$276K	Hold	1,200	–	–	0.07%	177
2022 Q2	$280K	Hold	1,200	–	–	0.06%	181
2022 Q1	$276K	Hold	1,200	–	–	0.05%	187
2021 Q4	$301K	Hold	1,200	–	–	0.06%	184
2021 Q3	$253K	Buy	1,200 +550	+85%	+$120K	0.05%	195
2021 Q2	$152K	Buy	650 +500	+333%	+$117K	0.03%	211
2021 Q1	$34K	Hold	150	–	–	0.01%	220
2020 Q4	$33K	Hold	150	–	–	0.01%	221
2020 Q3	$28K	Hold	150	–	–	0.01%	220
2020 Q2	$26K	Hold	150	–	–	0.01%	219
2020 Q1	$22K	Hold	150	–	–	0.01%	220
2019 Q4	$28K	Hold	150	–	–	﹤0.01%	225
2019 Q3	$31K	Hold	150	–	–	0.01%	233
2019 Q2	$30K	Hold	150	–	–	﹤0.01%	237
2019 Q1	$26K	Hold	150	–	–	﹤0.01%	237
2018 Q4	$24K	Hold	150	–	–	﹤0.01%	238
2018 Q3	$32K	Buy	+150	New	+$31.9K	﹤0.01%	248

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spirit of America Management Corp's STZ Position: Q1 2025 in Review

Spirit of America Management Corp sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,400 shares — an estimated $309K sold.

Spirit of America Management Corp first reported a position in STZ in Q3 2018 and held it in 26 quarters. The position peaked at $380K in Q1 2024. 1,177 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Spirit of America Management Corp reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Spirit of America Management Corp sold 1,400 Constellation Brands shares in Q1 2025, an estimated $309K.
Spirit of America Management Corp first reported a position in Constellation Brands in Q3 2018 and held it in 26 quarters.
Spirit of America Management Corp's Constellation Brands position peaked at $380K in Q1 2024.
1,177 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Spirit of America Management Corp's 13F filing for Q1 2025, filed 21 Apr 2025.