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Baron Financial Group’s Starbucks SBUX Stock Holding History

Baron Financial Group’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
2022
Q3 		– Sell
-120
Closed -$9.17K – 166
2022
Q2 		$9.17K Hold
120
– – 0.01% 153
2022
Q1 		$10.9K Hold
120
– – 0.01% 160
2021
Q4 		$14K Hold
120
– – 0.01% 153
2021
Q3 		$13.2K Hold
120
– – 0.01% 157
2021
Q2 		$13.4K Hold
120
– – 0.01% 159
2021
Q1 		$13.1K Hold
120
– – 0.01% 161
2020
Q4 		$12.8K Hold
120
– – 0.01% 158
2020
Q3 		$10.3K Buy
+120
New +$9.57K 0.01% 171

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baron Financial Group's SBUX Position: Q3 2022 in Review

Baron Financial Group sold out of Starbucks (SBUX) in Q3 2022, closing a stake of 120 shares — an estimated $9.17K sold.

Baron Financial Group first reported a position in SBUX in Q3 2020 and held it in 8 quarters. The position peaked at $14K in Q4 2021. 2,160 funds tracked by Wall St. Rank hold SBUX as of Q3 2022.

  • Baron Financial Group reported no remaining Starbucks position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 120 Starbucks shares in Q3 2022, an estimated $9.17K.
  • Baron Financial Group first reported a position in Starbucks in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Starbucks position peaked at $14K in Q4 2021.
  • 2,160 funds tracked by Wall St. Rank held Starbucks as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.