Number of Shares
14,205.00
Current Holdings Value*
$2.61 Mil
% of Portfolio
0.12%
Total Estimate Gain
$2.19 Mil
% of Total Estimate Gain
6.43%

Birch Hill Investment Advisors LLC's Constellation Brands Inc Holding Summary

As of 2025-03-31, Birch Hill Investment Advisors LLC held 14,205.00 shares of Constellation Brands Inc(STZ), totaling $2.61 Mil. This investment constitutes 0.12% of their stock portfolio, and Birch Hill Investment Advisors LLC now holds 0.01% of the outstanding Constellation Brands Inc(STZ) stock.

The initial trade took place in 2019Q2. And since then Birch Hill Investment Advisors LLC has made 13 purchases of STZ, at an average price of $180.85, for a total of 188,605.00 shares. In addition, there have been 11 sales at an average price of $194.26 for 174,400.00 shares. Based on historical transaction data and STZ's current price of $170.57, Birch Hill Investment Advisors LLC's estimated gain on his STZ holdings is $2.19 Mil, reflecting a 6.43% gain to date.

Birch Hill Investment Advisors LLC STZ ($170.57) Holding Chart

Birch Hill Investment Advisors LLC STZ ($170.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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