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Sun Life Financial’s Constellation Brands STZ Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-101
Closed -$23K – 429
2021
Q1 		$23K Hold
101
– – ﹤0.01% 250
2020
Q4 		$22K Hold
101
– – ﹤0.01% 238
2020
Q3 		$19K Buy
101
+1
+1% +$182 ﹤0.01% 246
2020
Q2 		$17K Buy
100
+3
+3% +$500 ﹤0.01% 226
2020
Q1 		$14K Sell
97
-1
-1% -$176 ﹤0.01% 224
2019
Q4 		$19K Sell
98
-38
-28% -$7.18K 0.01% 223
2019
Q3 		$28K Buy
136
+1
+0.7% +$201 0.01% 357
2019
Q2 		$27K Sell
135
-148
-52% -$28.9K 0.01% 354
2019
Q1 		$50K Sell
283
-179
-39% -$30.1K 0.01% 358
2018
Q4 		$74K Buy
462
+1
+0.2% +$199 0.02% 329
2018
Q3 		$99K Buy
461
+4
+0.9% +$850 0.02% 336
2018
Q2 		$100K Buy
457
+278
+155% +$62.8K 0.01% 324
2018
Q1 		$784 Sell
179
-196
-52% -$43.2K 0.01% 353
2017
Q4 		$86K Sell
375
-889
-70% -$192K 0.01% 206
2017
Q3 		$252K Buy
1,264
+9
+0.7% +$1.78K 0.02% 199
2017
Q2 		$243K Buy
1,255
+1,240
+8,267% +$221K 0.03% 202
2017
Q1 		$94 Hold
15
– – ﹤0.01% 411
2016
Q4 		$95 Buy
+15
New +$2.38K ﹤0.01% 363

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sun Life Financial's STZ Position: Q2 2021 in Review

Sun Life Financial sold out of Constellation Brands (STZ) in Q2 2021, closing a stake of 101 shares — an estimated $23K sold.

Sun Life Financial first reported a position in STZ in Q4 2016 and held it in 18 quarters. The position peaked at $252K in Q3 2017. 1,151 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

  • Sun Life Financial reported no remaining Constellation Brands position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 101 Constellation Brands shares in Q2 2021, an estimated $23K.
  • Sun Life Financial first reported a position in Constellation Brands in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Constellation Brands position peaked at $252K in Q3 2017.
  • 1,151 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.