Benson Investment Management Company’s Starbucks SBUX Stock Holding History

Benson Investment Management Company’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 Q1	–	Sell	-39,247	Closed	-$4.59M	–	60
2021 Q4	$4.59M	Buy	+39,247	New	+$4.42M	2.23%	21
2020 Q3	–	Sell	-41,330	Closed	-$3.04M	–	57
2020 Q2	$3.04M	Buy	41,330 +245	+0.6%	+$18.4K	2.1%	32
2020 Q1	$2.7M	Buy	41,085 +540	+1%	+$43.7K	2.17%	32
2019 Q4	$3.37M	Buy	+40,545	New	+$3.46M	2.17%	33
2018 Q2	–	Sell	-14	Closed	-$1K	–	82
2018 Q1	$1K	Buy	+14	New	+$809	﹤0.01%	82
2017 Q4	–	Sell	-14	Closed	-$1K	–	86
2017 Q3	$1K	Hold	14	–	–	﹤0.01%	87
2017 Q2	$1K	Hold	14	–	–	﹤0.01%	90
2017 Q1	$1K	Buy	+14	New	+$792	﹤0.01%	91

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Benson Investment Management Company's SBUX Position: Q1 2022 in Review

Benson Investment Management Company sold out of Starbucks (SBUX) in Q1 2022, closing a stake of 39,247 shares — an estimated $4.59M sold.

Benson Investment Management Company first reported a position in SBUX in Q1 2017 and held it in 8 quarters. The position peaked at $4.59M in Q4 2021. 2,272 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

Benson Investment Management Company reported no remaining Starbucks position as of Q1 2022 after selling out during the quarter.
Benson Investment Management Company sold 39,247 Starbucks shares in Q1 2022, an estimated $4.59M.
Benson Investment Management Company first reported a position in Starbucks in Q1 2017 and held it in 8 quarters.
Benson Investment Management Company's Starbucks position peaked at $4.59M in Q4 2021.
2,272 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on Benson Investment Management Company's 13F filing for Q1 2022, filed 18 Apr 2022.