Birch Capital Management’s Starbucks SBUX Stock Holding History

Birch Capital Management’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 Q4	–	Sell	-3	Closed	–	–	98
2020 Q3	$0	Buy	+3	New	+$239	﹤0.01%	106
2020 Q2	–	Sell	-5	Closed	–	–	96
2020 Q1	$0	Buy	+5	New	+$404	﹤0.01%	87

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Birch Capital Management's SBUX Position: Q4 2020 in Review

Birch Capital Management sold out of Starbucks (SBUX) in Q4 2020, closing a stake of 3 shares.

Birch Capital Management first reported a position in SBUX in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 2,205 funds tracked by Wall St. Rank hold SBUX as of Q4 2020.

Birch Capital Management reported no remaining Starbucks position as of Q4 2020 after selling out during the quarter.
Birch Capital Management sold 3 Starbucks shares in Q4 2020.
Birch Capital Management first reported a position in Starbucks in Q1 2020 and held it in 2 quarters.
Birch Capital Management's Starbucks position peaked at $0 in Q3 2020.
2,205 funds tracked by Wall St. Rank held Starbucks as of Q4 2020.

Based on Birch Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.