Sustainable Insight Capital Management’s Constellation Brands STZ Stock Holding History

Sustainable Insight Capital 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 Q3	–	Sell	-1,500	Closed	-$369K	–	66
2023 Q2	$369K	Buy	+1,500	New	+$351K	0.34%	41
2022 Q4	–	Sell	-1,400	Closed	-$322K	–	116
2022 Q3	$322K	Buy	1,400 +400	+40%	+$97.5K	0.38%	66
2022 Q2	$240K	Buy	+1,000	New	+$243K	0.24%	97
2021 Q3	–	Sell	-2,612	Closed	-$611K	–	132
2021 Q2	$611K	Buy	+2,612	New	+$613K	0.36%	56
2020 Q1	$344K	Buy	+2,397	New	+$423K	0.48%	42
2019 Q3	–	Sell	-16,105	Closed	-$3.17M	–	61
2019 Q2	$3.17M	Buy	+16,105	New	+$3.14M	3.69%	2
2017 Q4	–	Sell	-18,300	Closed	-$3.65M	–	61
2017 Q3	$3.65M	Sell	18,300 -30,800	-63%	-$6.1M	1.65%	21
2017 Q2	$9.51M	Buy	49,100 +10,300	+27%	+$1.83M	4.46%	10
2017 Q1	$6.29M	Sell	38,800 -1,900	-5%	-$296K	3.11%	13
2016 Q4	$6.24M	Buy	+40,700	New	+$6.47M	3.22%	11

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

Sustainable Insight Capital Management's STZ Position: Q3 2023 in Review

Sustainable Insight Capital Management sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 1,500 shares — an estimated $369K sold.

Sustainable Insight Capital Management first reported a position in STZ in Q4 2016 and held it in 10 quarters. The position peaked at $9.51M in Q2 2017. 1,255 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

Sustainable Insight Capital Management reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
Sustainable Insight Capital Management sold 1,500 Constellation Brands shares in Q3 2023, an estimated $369K.
Sustainable Insight Capital Management first reported a position in Constellation Brands in Q4 2016 and held it in 10 quarters.
Sustainable Insight Capital Management's Constellation Brands position peaked at $9.51M in Q2 2017.
1,255 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q3 2023, filed 24 Oct 2023.