Tru Independence Asset Management 2’s Constellation Brands STZ Stock Holding History

Tru Independence Asset Management 2’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
2022 Q3	$294K	Buy	+1,279	New	+$312K	0.31%	46
2021 Q3	–	Sell	-3,235	Closed	-$757K	–	118
2021 Q2	$757K	Buy	3,235 +679	+27%	+$159K	0.52%	42
2021 Q1	$583K	Buy	2,556 +2,341	+1,089%	+$528K	0.46%	58
2020 Q4	$47K	Buy	+215	New	+$42.3K	0.04%	182

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 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tru Independence Asset Management 2's STZ Position: Q3 2022 in Review

Tru Independence Asset Management 2 opened a new position in Constellation Brands (STZ) in Q3 2022: 1,279 shares worth $294K. The stake represents 0.31% of the portfolio and ranks #46 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in STZ as recently as Q2 2021.

Tru Independence Asset Management 2 first reported a position in STZ in Q4 2020 and has held it in 4 quarters since. The position peaked at $757K in Q2 2021. 1,211 funds tracked by Wall St. Rank hold STZ as of Q3 2022.

Tru Independence Asset Management 2 held 1,279 shares of Constellation Brands worth $294K as of Q3 2022.
Constellation Brands was a new Tru Independence Asset Management 2 position in Q3 2022.
Constellation Brands made up 0.31% of Tru Independence Asset Management 2's portfolio in Q3 2022, its #46 holding.
Tru Independence Asset Management 2 first reported a position in Constellation Brands in Q4 2020 and has held it in 4 quarters since.
Tru Independence Asset Management 2's Constellation Brands position peaked at $757K in Q2 2021.
1,211 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2022, filed 31 Oct 2022.