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Vectors Research Management’s Constellation Brands STZ Stock Holding History

Vectors Research Management’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
Q4 		– Sell
-1,178
Closed -$271K – 141
2022
Q3 		$271K Sell
1,178
-95
-7% -$23.2K 0.08% 120
2022
Q2 		$297K Buy
1,273
+596
+88% +$145K 0.08% 127
2022
Q1 		$156K Sell
677
-1,786
-73% -$412K 0.03% 158
2021
Q4 		$618K Buy
2,463
+165
+7% +$37.6K 0.13% 113
2021
Q3 		$484K Hold
2,298
– – 0.11% 118
2021
Q2 		$537K Buy
2,298
+846
+58% +$199K 0.14% 112
2021
Q1 		$331K Buy
1,452
+25
+2% +$5.63K 0.09% 117
2020
Q4 		$313K Buy
1,427
+384
+37% +$75.5K 0.1% 107
2020
Q3 		$33K Buy
1,043
+756
+263% +$138K 0.01% 205
2020
Q2 		$50K Hold
287
– – 0.02% 174
2020
Q1 		$41K Sell
287
-971
-77% -$171K 0.02% 174
2019
Q4 		$239K Buy
1,258
+65
+5% +$12.3K 0.1% 104
2019
Q3 		$247K Hold
1,193
– – 0.12% 101
2019
Q2 		$235K Hold
1,193
– – 0.13% 96
2019
Q1 		$209K Buy
1,193
+901
+309% +$152K 0.12% 101
2018
Q4 		$47K Sell
292
-680
-70% -$135K 0.02% 191
2018
Q3 		$210K Buy
+972
New +$207K 0.13% 97

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Vectors Research Management's STZ Position: Q4 2022 in Review

Vectors Research Management sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 1,178 shares — an estimated $271K sold.

Vectors Research Management first reported a position in STZ in Q3 2018 and held it in 17 quarters. The position peaked at $618K in Q4 2021. 1,258 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

  • Vectors Research Management reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
  • Vectors Research Management sold 1,178 Constellation Brands shares in Q4 2022, an estimated $271K.
  • Vectors Research Management first reported a position in Constellation Brands in Q3 2018 and held it in 17 quarters.
  • Vectors Research Management's Constellation Brands position peaked at $618K in Q4 2021.
  • 1,258 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Vectors Research Management's 13F filing for Q4 2022, filed 8 Feb 2023.