Washington Capital Management’s Constellation Brands STZ Stock Holding History

Washington Capital 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
2024 Q3	–	Sell	-2,000	Closed	-$515K	–	120
2024 Q2	$515K	Sell	2,000 -450	-18%	-$116K	0.44%	74
2024 Q1	$666K	Hold	2,450	–	–	0.54%	49
2023 Q4	$592K	Buy	2,450 +300	+14%	+$71.3K	0.51%	60
2023 Q3	$540K	Hold	2,150	–	–	0.5%	58
2023 Q2	$529K	Buy	2,150 +1,050	+95%	+$246K	0.45%	70
2023 Q1	$248K	Buy	+1,100	New	+$245K	0.22%	102
2021 Q3	–	Sell	-2,300	Closed	-$538K	–	121
2021 Q2	$538K	Sell	2,300 -500	-18%	-$117K	0.65%	65
2021 Q1	$638K	Hold	2,800	–	–	0.59%	49
2020 Q4	$613K	Hold	2,800	–	–	0.58%	52
2020 Q3	$531K	Hold	2,800	–	–	0.54%	62
2020 Q2	$490K	Buy	+2,800	New	+$466K	0.55%	66

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

Washington Capital Management's STZ Position: Q3 2024 in Review

Washington Capital Management sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 2,000 shares — an estimated $515K sold.

Washington Capital Management first reported a position in STZ in Q2 2020 and held it in 11 quarters. The position peaked at $666K in Q1 2024. 1,323 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

Washington Capital Management reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
Washington Capital Management sold 2,000 Constellation Brands shares in Q3 2024, an estimated $515K.
Washington Capital Management first reported a position in Constellation Brands in Q2 2020 and held it in 11 quarters.
Washington Capital Management's Constellation Brands position peaked at $666K in Q1 2024.
1,323 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Washington Capital Management's 13F filing for Q3 2024, filed 15 Oct 2024.