Sugarloaf Wealth Management’s Constellation Brands STZ Stock Holding History

Sugarloaf Wealth Management’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 Q1	–	Sell	-3	Closed	-$695	–	776
2022 Q4	$695	Hold	3	–	–	﹤0.01%	721
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	800
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	761
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	698
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	727
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	741
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	732
2021 Q1	$1	Hold	3	–	–	﹤0.01%	724
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	693
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	651
2020 Q2	$1K	Hold	3	–	–	﹤0.01%	652
2020 Q1	$0	Hold	3	–	–	﹤0.01%	734
2019 Q4	$1K	Buy	+3	New	+$567	﹤0.01%	681

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's STZ Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Constellation Brands (STZ) in Q1 2023, closing a stake of 3 shares — an estimated $695 sold.

Sugarloaf Wealth Management first reported a position in STZ in Q4 2019 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 1,189 funds tracked by Wall St. Rank hold STZ as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Constellation Brands position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 3 Constellation Brands shares in Q1 2023, an estimated $695.
Sugarloaf Wealth Management first reported a position in Constellation Brands in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's Constellation Brands position peaked at $1K in Q3 2022.
1,189 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.