Valley Brook Capital Group’s Constellation Brands STZ Stock Holding History

Valley Brook Capital Group’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 Q2	–	Sell	-500	Closed	-$114K	–	387
2021 Q1	$114K	Hold	500	–	–	0.1%	148
2020 Q4	$109K	Buy	+500	New	+$98.3K	0.11%	138

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 World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Valley Brook Capital Group's STZ Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Constellation Brands (STZ) in Q2 2021, closing a stake of 500 shares — an estimated $114K sold.

Valley Brook Capital Group first reported a position in STZ in Q4 2020 and held it in 2 quarters. The position peaked at $114K in Q1 2021. 1,151 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

Valley Brook Capital Group reported no remaining Constellation Brands position as of Q2 2021 after selling out during the quarter.
Valley Brook Capital Group sold 500 Constellation Brands shares in Q2 2021, an estimated $114K.
Valley Brook Capital Group first reported a position in Constellation Brands in Q4 2020 and held it in 2 quarters.
Valley Brook Capital Group's Constellation Brands position peaked at $114K in Q1 2021.
1,151 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.