tru Independence’s Constellation Brands STZ Stock Holding History

tru Independence’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 Q1	–	Sell	-183	Closed	-$40	–	659
2020 Q4	$40	Buy	183 +3	+2%	+$590	﹤0.01%	498
2020 Q3	$34K	Sell	180 -200	-53%	-$36.5K	0.01%	228
2020 Q2	$66	Sell	380 -420	-53%	-$70K	0.01%	348
2020 Q1	$100	Sell	800 -348	-30%	-$61.4K	0.02%	244
2019 Q4	$165K	Buy	+1,148	New	+$217K	0.02%	261

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

tru Independence's STZ Position: Q1 2021 in Review

tru Independence sold out of Constellation Brands (STZ) in Q1 2021, closing a stake of 183 shares — an estimated $40 sold.

tru Independence first reported a position in STZ in Q4 2019 and held it in 5 quarters. The position peaked at $165K in Q4 2019. 1,154 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

tru Independence reported no remaining Constellation Brands position as of Q1 2021 after selling out during the quarter.
tru Independence sold 183 Constellation Brands shares in Q1 2021, an estimated $40.
tru Independence first reported a position in Constellation Brands in Q4 2019 and held it in 5 quarters.
tru Independence's Constellation Brands position peaked at $165K in Q4 2019.
1,154 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.