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Altman Advisors’s Starbucks SBUX Stock Holding History

Altman Advisors’s Portfolio SBUX Stock Details SBUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-20,250
Closed -$1.78M – 88
2019
Q4 		$1.78M Buy
+20,250
New +$1.73M 1.42% 43
2018
Q2 		– Sell
-29,701
Closed -$1.72M – 95
2018
Q1 		$1.72M Buy
29,701
+765
+3% +$44.2K 1.65% 35
2017
Q4 		$1.66M Buy
+28,936
New +$1.64M 1.45% 38

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Altman Advisors's SBUX Position: Q1 2020 in Review

Altman Advisors sold out of Starbucks (SBUX) in Q1 2020, closing a stake of 20,250 shares — an estimated $1.78M sold.

Altman Advisors first reported a position in SBUX in Q4 2017 and held it in 3 quarters. The position peaked at $1.78M in Q4 2019. 1,871 funds tracked by Wall St. Rank hold SBUX as of Q1 2020.

  • Altman Advisors reported no remaining Starbucks position as of Q1 2020 after selling out during the quarter.
  • Altman Advisors sold 20,250 Starbucks shares in Q1 2020, an estimated $1.78M.
  • Altman Advisors first reported a position in Starbucks in Q4 2017 and held it in 3 quarters.
  • Altman Advisors's Starbucks position peaked at $1.78M in Q4 2019.
  • 1,871 funds tracked by Wall St. Rank held Starbucks as of Q1 2020.

Based on Altman Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.