Bouvel Investment Partners’s Starbucks SBUX Stock Holding History

Bouvel Investment Partners’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 Q2	–	Sell	-23,441	Closed	-$2.13M	–	69
2022 Q1	$2.13M	Buy	23,441 +808	+4%	+$76.3K	1.3%	34
2021 Q4	$2.65M	Buy	22,633 +179	+0.8%	+$20.2K	1.48%	25
2021 Q3	$2.48M	Buy	22,454 +448	+2%	+$52.5K	1.4%	31
2021 Q2	$2.46M	Buy	22,006 +585	+3%	+$66.1K	1.39%	35
2021 Q1	$2.34M	Buy	21,421 +1,044	+5%	+$110K	1.5%	31
2020 Q4	$2.18M	Buy	+20,377	New	+$1.95M	1.55%	28

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bouvel Investment Partners's SBUX Position: Q2 2022 in Review

Bouvel Investment Partners sold out of Starbucks (SBUX) in Q2 2022, closing a stake of 23,441 shares — an estimated $2.13M sold.

Bouvel Investment Partners first reported a position in SBUX in Q4 2020 and held it in 6 quarters. The position peaked at $2.65M in Q4 2021. 2,140 funds tracked by Wall St. Rank hold SBUX as of Q2 2022.

Bouvel Investment Partners reported no remaining Starbucks position as of Q2 2022 after selling out during the quarter.
Bouvel Investment Partners sold 23,441 Starbucks shares in Q2 2022, an estimated $2.13M.
Bouvel Investment Partners first reported a position in Starbucks in Q4 2020 and held it in 6 quarters.
Bouvel Investment Partners's Starbucks position peaked at $2.65M in Q4 2021.
2,140 funds tracked by Wall St. Rank held Starbucks as of Q2 2022.

Based on Bouvel Investment Partners's 13F filing for Q2 2022, filed 13 Jul 2022.