Westover Capital Advisors’s Constellation Brands STZ Stock Holding History

Westover Capital Advisors’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	-1,780	Closed	-$409K	–	162
2022 Q3	$409K	Sell	1,780 -143	-7%	-$34.9K	0.16%	100
2022 Q2	$448K	Hold	1,923	–	–	0.17%	100
2022 Q1	$443K	Hold	1,923	–	–	0.14%	107
2021 Q4	$483K	Buy	+1,923	New	+$438K	0.14%	113
2018 Q4	–	Sell	-12,206	Closed	-$2.63M	–	137
2018 Q3	$2.63M	Sell	12,206 -2,245	-16%	-$477K	1.33%	26
2018 Q2	$3.16M	Sell	14,451 -279	-2%	-$63K	1.7%	19
2018 Q1	$3.36M	Sell	14,730 -35	-0.2%	-$7.71K	1.83%	18
2017 Q4	$3.38M	Buy	14,765 +11,384	+337%	+$2.46M	1.85%	15
2017 Q3	$674K	Buy	+3,381	New	+$669K	0.4%	70

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Westover Capital Advisors's STZ Position: Q4 2022 in Review

Westover Capital Advisors sold out of Constellation Brands (STZ) in Q4 2022, closing a stake of 1,780 shares — an estimated $409K sold.

Westover Capital Advisors first reported a position in STZ in Q3 2017 and held it in 9 quarters. The position peaked at $3.38M in Q4 2017. 1,259 funds tracked by Wall St. Rank hold STZ as of Q4 2022.

Westover Capital Advisors reported no remaining Constellation Brands position as of Q4 2022 after selling out during the quarter.
Westover Capital Advisors sold 1,780 Constellation Brands shares in Q4 2022, an estimated $409K.
Westover Capital Advisors first reported a position in Constellation Brands in Q3 2017 and held it in 9 quarters.
Westover Capital Advisors's Constellation Brands position peaked at $3.38M in Q4 2017.
1,259 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2022.

Based on Westover Capital Advisors's 13F filing for Q4 2022, filed 18 May 2023.