Yorktown Management & Research Company’s Constellation Brands STZ Stock Holding History

Yorktown Management & Research Company’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 Q3	–	Sell	-1,100	Closed	-$257K	–	263
2021 Q2	$257K	Hold	1,100	–	–	0.2%	209
2021 Q1	$251K	Hold	1,100	–	–	0.21%	187
2020 Q4	$241K	Buy	+1,100	New	+$216K	0.22%	202
2020 Q3	–	Sell	-1,700	Closed	-$297K	–	267
2020 Q2	$297K	Hold	1,700	–	–	0.27%	192
2020 Q1	$244K	Hold	1,700	–	–	0.25%	170
2019 Q4	$323K	Hold	1,700	–	–	0.17%	176
2019 Q3	$352K	Hold	1,700	–	–	0.19%	146
2019 Q2	$335K	Hold	1,700	–	–	0.13%	206
2019 Q1	$298K	Hold	1,700	–	–	0.1%	246
2018 Q4	$273K	Hold	1,700	–	–	0.09%	247
2018 Q3	$367K	Hold	1,700	–	–	0.11%	202
2018 Q2	$372K	Hold	1,700	–	–	0.11%	195
2018 Q1	$387K	Hold	1,700	–	–	0.11%	170
2017 Q4	$389K	Hold	1,700	–	–	0.11%	177
2017 Q3	$339K	Hold	1,700	–	–	0.09%	188
2017 Q2	$329K	Hold	1,700	–	–	0.1%	117
2017 Q1	$276K	Hold	1,700	–	–	0.07%	204
2016 Q4	$261K	Buy	+1,700	New	+$270K	0.07%	218

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Yorktown Management & Research Company's STZ Position: Q3 2021 in Review

Yorktown Management & Research Company sold out of Constellation Brands (STZ) in Q3 2021, closing a stake of 1,100 shares — an estimated $257K sold.

Yorktown Management & Research Company first reported a position in STZ in Q4 2016 and held it in 18 quarters. The position peaked at $389K in Q4 2017. 1,127 funds tracked by Wall St. Rank hold STZ as of Q3 2021.

Yorktown Management & Research Company reported no remaining Constellation Brands position as of Q3 2021 after selling out during the quarter.
Yorktown Management & Research Company sold 1,100 Constellation Brands shares in Q3 2021, an estimated $257K.
Yorktown Management & Research Company first reported a position in Constellation Brands in Q4 2016 and held it in 18 quarters.
Yorktown Management & Research Company's Constellation Brands position peaked at $389K in Q4 2017.
1,127 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2021.

Based on Yorktown Management & Research Company's 13F filing for Q3 2021, filed 4 Nov 2021.