United Bank (Virginia)’s Constellation Brands STZ Stock Holding History

United Bank (Virginia)’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
2024 Q1	–	Sell	-1,800	Closed	-$435K	–	155
2023 Q4	$435K	Hold	1,800	–	–	0.05%	101
2023 Q3	$452K	Hold	1,800	–	–	0.06%	98
2023 Q2	$443K	Hold	1,800	–	–	0.05%	106
2023 Q1	$407K	Hold	1,800	–	–	0.05%	111
2022 Q4	$417K	Sell	1,800 -85	-5%	-$20.3K	0.06%	107
2022 Q3	$433K	Buy	1,885 +85	+5%	+$20.7K	0.07%	106
2022 Q2	$420K	Hold	1,800	–	–	0.06%	108
2022 Q1	$415K	Hold	1,800	–	–	0.05%	114
2021 Q4	$452K	Hold	1,800	–	–	0.06%	118
2021 Q3	$379K	Hold	1,800	–	–	0.05%	123
2021 Q2	$421K	Hold	1,800	–	–	0.06%	112
2021 Q1	$410K	Hold	1,800	–	–	0.06%	119
2020 Q4	$394K	Buy	+1,800	New	+$354K	0.06%	122

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

United Bank (Virginia)'s STZ Position: Q1 2024 in Review

United Bank (Virginia) sold out of Constellation Brands (STZ) in Q1 2024, closing a stake of 1,800 shares — an estimated $435K sold.

United Bank (Virginia) first reported a position in STZ in Q4 2020 and held it in 13 quarters. The position peaked at $452K in Q3 2023. 1,321 funds tracked by Wall St. Rank hold STZ as of Q1 2024.

United Bank (Virginia) reported no remaining Constellation Brands position as of Q1 2024 after selling out during the quarter.
United Bank (Virginia) sold 1,800 Constellation Brands shares in Q1 2024, an estimated $435K.
United Bank (Virginia) first reported a position in Constellation Brands in Q4 2020 and held it in 13 quarters.
United Bank (Virginia)'s Constellation Brands position peaked at $452K in Q3 2023.
1,321 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2024.

Based on United Bank (Virginia)'s 13F filing for Q1 2024, filed 13 May 2024.