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Spotlight Asset Group’s Constellation Brands STZ Stock Holding History

Spotlight Asset 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
2024
Q2 		$3.6K Hold
14
– – ﹤0.01% 227
2024
Q1 		$3.81K Buy
+14
New +$3.54K ﹤0.01% 228

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Spotlight Asset Group's STZ Position: Q2 2024 in Review

Spotlight Asset Group held its Constellation Brands (STZ) position steady in Q2 2024 at 14 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Spotlight Asset Group first reported a position in STZ in Q1 2024 and has held it in 2 quarters since. The position peaked at $3.81K in Q1 2024. 1,340 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

  • Spotlight Asset Group held 14 shares of Constellation Brands worth $3.6K as of Q2 2024.
  • Spotlight Asset Group left its Constellation Brands share count unchanged in Q2 2024.
  • Constellation Brands made up ﹤0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #227 holding.
  • Spotlight Asset Group first reported a position in Constellation Brands in Q1 2024 and has held it in 2 quarters since.
  • Spotlight Asset Group's Constellation Brands position peaked at $3.81K in Q1 2024.
  • 1,340 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.