Evercore Wealth Management, LLC STZ Holdings History
Evercore Wealth Management, LLC's Constellation Brands Inc Holding Summary
As of 2025-03-31, Evercore Wealth Management, LLC held 241,940.00 shares of Constellation Brands Inc(STZ), totaling $44.40 Mil. This investment constitutes 0.71% of their stock portfolio, and Evercore Wealth Management, LLC now holds 0.14% of the outstanding Constellation Brands Inc(STZ) stock.
The initial trade took place in 2014Q1. And since then Evercore Wealth Management, LLC has made 22 purchases of STZ, at an average price of $181.95, for a total of 363,836.00 shares. In addition, there have been 5 sales at an average price of $185.31 for 121,896.00 shares. Based on historical transaction data and STZ's current price of $164.58, Evercore Wealth Management, LLC's estimated gain on his STZ holdings is $-3.79 Mil, reflecting a -5.73% gain to date.
Evercore Wealth Management, LLC STZ ($164.58) Holding Chart
Evercore Wealth Management, LLC STZ ($164.58) 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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