VitalStone Financial’s Constellation Brands STZ Stock Holding History

VitalStone Financial’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 Q3	$2.58K	Hold	10	–	–	﹤0.01%	370
2024 Q2	$2.57K	Hold	10	–	–	﹤0.01%	371
2024 Q1	$3K	Hold	10	–	–	﹤0.01%	377
2023 Q4	$2K	Hold	10	–	–	﹤0.01%	427
2023 Q3	$2K	Hold	10	–	–	﹤0.01%	392
2023 Q2	$2K	Hold	10	–	–	﹤0.01%	807
2023 Q1	$3K	Sell	10 -7,774	-100%	-$1.73M	﹤0.01%	283
2022 Q4	$1.8M	Buy	+7,784	New	+$1.86M	1.23%	14

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

VitalStone Financial's STZ Position: Q3 2024 in Review

VitalStone Financial held its Constellation Brands (STZ) position steady in Q3 2024 at 10 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

VitalStone Financial first reported a position in STZ in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.8M in Q4 2022. 1,323 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

VitalStone Financial held 10 shares of Constellation Brands worth $2.58K as of Q3 2024.
VitalStone Financial left its Constellation Brands share count unchanged in Q3 2024.
Constellation Brands made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #370 holding.
VitalStone Financial first reported a position in Constellation Brands in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Constellation Brands position peaked at $1.8M in Q4 2022.
1,323 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.