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Tilia Fiduciary Partners’s Constellation Brands STZ Stock Holding History

Tilia Fiduciary Partners’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
-32
Closed -$7.9K – 438
2023
Q2 		$7.9K Sell
32
-30
-48% -$7.02K 0.01% 394
2023
Q1 		$14K Hold
62
– – 0.01% 340
2022
Q4 		$14.4K Hold
62
– – 0.01% 328
2022
Q3 		$14K Hold
62
– – 0.01% 338
2022
Q2 		$15K Sell
62
-25
-29% -$6.08K 0.01% 348
2022
Q1 		$20K Hold
87
– – 0.02% 324
2021
Q4 		$22K Buy
+87
New +$19.8K 0.02% 323

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tilia Fiduciary Partners's STZ Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Constellation Brands (STZ) in Q3 2023, closing a stake of 32 shares — an estimated $7.9K sold.

Tilia Fiduciary Partners first reported a position in STZ in Q4 2021 and held it in 7 quarters. The position peaked at $22K in Q4 2021. 1,255 funds tracked by Wall St. Rank hold STZ as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Constellation Brands position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 32 Constellation Brands shares in Q3 2023, an estimated $7.9K.
  • Tilia Fiduciary Partners first reported a position in Constellation Brands in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Constellation Brands position peaked at $22K in Q4 2021.
  • 1,255 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.