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Successful Portfolios’s Constellation Brands STZ Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-1,040
Closed -$235K – 185
2023
Q1 		$235K Buy
1,040
+50
+5% +$11.1K 0.15% 161
2022
Q4 		$230K Sell
990
-41
-4% -$9.81K 0.15% 160
2022
Q3 		$237K Sell
1,031
-28
-3% -$6.82K 0.17% 151
2022
Q2 		$247K Sell
1,059
-2
-0.2% -$487 0.17% 151
2022
Q1 		$244K Buy
+1,061
New +$245K 0.14% 170
2020
Q4 		– Sell
-1,427
Closed -$270K – 185
2020
Q3 		$270K Buy
1,427
+76
+6% +$13.9K 0.22% 127
2020
Q2 		$236K Buy
+1,351
New +$225K 0.21% 132
2020
Q1 		– Sell
-1,147
Closed -$218K – 169
2019
Q4 		$218K Sell
1,147
-113
-9% -$21.3K 0.19% 138
2019
Q3 		$261K Buy
1,260
+27
+2% +$5.42K 0.25% 114
2019
Q2 		$243K Buy
1,233
+86
+7% +$16.8K 0.26% 109
2019
Q1 		$201K Buy
+1,147
New +$193K 0.22% 128

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Successful Portfolios's STZ Position: Q2 2023 in Review

Successful Portfolios sold out of Constellation Brands (STZ) in Q2 2023, closing a stake of 1,040 shares — an estimated $235K sold.

Successful Portfolios first reported a position in STZ in Q1 2019 and held it in 11 quarters. The position peaked at $270K in Q3 2020. 1,228 funds tracked by Wall St. Rank hold STZ as of Q2 2023.

  • Successful Portfolios reported no remaining Constellation Brands position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 1,040 Constellation Brands shares in Q2 2023, an estimated $235K.
  • Successful Portfolios first reported a position in Constellation Brands in Q1 2019 and held it in 11 quarters.
  • Successful Portfolios's Constellation Brands position peaked at $270K in Q3 2020.
  • 1,228 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.