SVA Wealth Management’s Constellation Brands STZ Stock Holding History

SVA 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
2020 Q4	$4.34M	Sell	19,816 -5,566	-22%	-$1.09M	0.38%	55
2020 Q3	$4.81M	Sell	25,382 -810	-3%	-$148K	0.48%	50
2020 Q2	$4.58M	Sell	26,192 -1,127	-4%	-$188K	0.49%	51
2020 Q1	$3.92M	Sell	27,319 -1,171	-4%	-$207K	0.45%	48
2019 Q4	$5.41M	Sell	28,490 -757	-3%	-$143K	0.5%	42
2019 Q3	$6.06M	Sell	29,247 -703	-2%	-$141K	0.59%	37
2019 Q2	$5.9M	Sell	29,950 -11,234	-27%	-$2.19M	0.58%	38
2019 Q1	$7.22M	Sell	41,184 -547	-1%	-$92.1K	0.7%	33
2018 Q4	$6.71M	Sell	41,731 -4,964	-11%	-$986K	0.75%	30
2018 Q3	$10.1M	Buy	46,695 +532	+1%	+$113K	1.02%	17
2018 Q2	$10.1M	Sell	46,163 -3,816	-8%	-$862K	1.09%	16
2018 Q1	$9.97M	Buy	49,979 +1,472	+3%	+$324K	1.23%	14
2017 Q4	$11.1M	Sell	48,507 -1,472	-3%	-$318K	1.3%	14
2017 Q3	$9.97M	Sell	49,979 -704	-1%	-$139K	1.23%	14
2017 Q2	$9.82M	Sell	50,683 -932	-2%	-$166K	1.27%	12
2017 Q1	$8.37M	Sell	51,615 -284	-0.5%	-$44.3K	1.13%	20
2016 Q4	$7.96M	Sell	51,899 -1,685	-3%	-$268K	1.19%	18
2016 Q3	$8.92M	Sell	53,584 -102	-0.2%	-$16.8K	1.39%	14
2016 Q2	$8.88M	Sell	53,686 -675	-1%	-$106K	1.43%	13
2016 Q1	$8.21M	Sell	54,361 -3,679	-6%	-$531K	1.36%	15
2015 Q4	$8.27M	Sell	58,040 -239	-0.4%	-$32.9K	1.43%	16
2015 Q3	$7.3M	Buy	58,279 +1,752	+3%	+$216K	1.36%	16
2015 Q2	$6.56M	Sell	56,527 -2,885	-5%	-$341K	1.21%	21
2015 Q1	$6.9M	Buy	59,412 +55,895	+1,589%	+$6.29M	1.26%	19
2014 Q4	$345K	Buy	3,517 +480	+16%	+$44K	0.13%	140
2014 Q3	$265K	Hold	3,037	–	–	0.11%	138
2014 Q2	$268K	Buy	3,037 +545	+22%	+$45K	0.11%	137
2014 Q1	$212K	Buy	+2,492	New	+$198K	0.1%	144

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVA Wealth Management's STZ Position: Q4 2020 in Review

SVA Wealth Management reduced its Constellation Brands (STZ) stake by 22% in Q4 2020, selling an estimated $1.09M and leaving 19,816 shares worth $4.34M. The position accounts for 0.38% of the portfolio, ranked #55.

SVA Wealth Management first reported a position in STZ in Q1 2014 and has held it in 28 quarters since. The position peaked at $11.1M in Q4 2017. 1,132 funds tracked by Wall St. Rank hold STZ as of Q4 2020.

SVA Wealth Management held 19,816 shares of Constellation Brands worth $4.34M as of Q4 2020.
SVA Wealth Management sold 5,566 Constellation Brands shares in Q4 2020, an estimated $1.09M.
Constellation Brands made up 0.38% of SVA Wealth Management's portfolio in Q4 2020, its #55 holding.
SVA Wealth Management first reported a position in Constellation Brands in Q1 2014 and has held it in 28 quarters since.
SVA Wealth Management's Constellation Brands position peaked at $11.1M in Q4 2017.
1,132 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.