Steward Financial Group’s Constellation Brands STZ Stock Holding History

Steward Financial 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
2023 Q3	$16K	Buy	+64	New	+$16.7K	0.01%	289
2023 Q2	–	Sell	-32	Closed	-$7K	–	943
2023 Q1	$7K	Sell	32 -45	-58%	-$10K	﹤0.01%	258
2022 Q4	$17K	Buy	+77	New	+$18.4K	0.01%	121
2022 Q3	–	Sell	-78	Closed	-$18K	–	1163
2022 Q2	$18K	Buy	78 +2	+3%	+$487	0.02%	183
2022 Q1	$17K	Buy	+76	New	+$17.6K	0.02%	175

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 International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Steward Financial Group's STZ Position: Q3 2023 in Review

Steward Financial Group opened a new position in Constellation Brands (STZ) in Q3 2023: 64 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in STZ as recently as Q1 2023.

Steward Financial Group first reported a position in STZ in Q1 2022 and has held it in 5 quarters since. The position peaked at $18K in Q2 2022. 1,254 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

Steward Financial Group held 64 shares of Constellation Brands worth $16K as of Q3 2023.
Constellation Brands was a new Steward Financial Group position in Q3 2023.
Constellation Brands made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #289 holding.
Steward Financial Group first reported a position in Constellation Brands in Q1 2022 and has held it in 5 quarters since.
Steward Financial Group's Constellation Brands position peaked at $18K in Q2 2022.
1,254 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.