Whitegate Investment Counselors’s Constellation Brands STZ Stock Holding History

Whitegate Investment Counselors’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 Q4	–	Sell	-5,881	Closed	-$1.24M	–	192
2021 Q3	$1.24M	Buy	5,881 +325	+6%	+$70.9K	0.18%	105
2021 Q2	$1.3M	Buy	5,556 +3,963	+249%	+$930K	0.18%	100
2021 Q1	$363K	Buy	1,593 +250	+19%	+$56.3K	0.06%	173
2020 Q4	$294K	Sell	1,343 -50	-4%	-$9.83K	0.05%	175
2020 Q3	$264K	Hold	1,393	–	–	0.05%	177
2020 Q2	$244K	Buy	+1,393	New	+$232K	0.05%	176
2020 Q1	–	Sell	-1,413	Closed	-$268K	–	199
2019 Q4	$268K	Sell	1,413 -115	-8%	-$21.7K	0.05%	178
2019 Q3	$317K	Hold	1,528	–	–	0.06%	159
2019 Q2	$301K	Buy	1,528 +270	+21%	+$52.7K	0.06%	157
2019 Q1	$221K	Buy	+1,258	New	+$212K	0.05%	180

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Whitegate Investment Counselors's STZ Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Constellation Brands (STZ) in Q4 2021, closing a stake of 5,881 shares — an estimated $1.24M sold.

Whitegate Investment Counselors first reported a position in STZ in Q1 2019 and held it in 10 quarters. The position peaked at $1.3M in Q2 2021. 1,227 funds tracked by Wall St. Rank hold STZ as of Q4 2021.

Whitegate Investment Counselors reported no remaining Constellation Brands position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 5,881 Constellation Brands shares in Q4 2021, an estimated $1.24M.
Whitegate Investment Counselors first reported a position in Constellation Brands in Q1 2019 and held it in 10 quarters.
Whitegate Investment Counselors's Constellation Brands position peaked at $1.3M in Q2 2021.
1,227 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.