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Disclosery

Autus Asset Management, LLC: STZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Autus Asset Management, LLC on STZ, newest first. How the timeline and the estimate are built.

Autus Asset Management, LLC held 17,693 STZ shares at 2022-12-31 per its 13F-HR filed 2023-01-24.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 17,693 shares
    Change vs previous 13F -232 shares

    0.74% of the 13F portfolio, value $4,100,556.

    13F-HR 0001085146-23-000307 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-09-30
    13F 17,925 shares
    Change vs previous 13F +46 shares

    0.79% of the 13F portfolio, value $4,116,000.

    13F-HR 0001085146-22-003376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-06-30
    13F 17,879 shares
    Change vs previous 13F +1,074 shares

    0.74% of the 13F portfolio, value $4,166,000.

    13F-HR 0001085146-22-002526 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-03-31
    13F 16,805 shares
    Change vs previous 13F -3,991 shares

    0.58% of the 13F portfolio, value $3,871,000.

    13F-HR 0001085146-22-001376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-12-31
    13F 20,796 shares
    Change vs previous 13F +550 shares

    0.53% of the 13F portfolio, value $5,219,000.

    13F-HR 0001085146-22-000113 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-09-30
    13F 20,246 shares
    Change vs previous 13F +789 shares

    0.47% of the 13F portfolio, value $4,266,000.

    13F-HR 0001085146-21-002816 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-06-30
    13F 19,457 shares
    Change vs previous 13F +462 shares

    0.5% of the 13F portfolio, value $4,551,000.

    13F-HR 0001085146-21-002008 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-03-31
    13F 18,995 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,330,000.

    13F-HR 0001085146-21-001191 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).