Cedar Brook Financial Partners’s Starbucks SBUX Stock Holding History

Cedar Brook Financial 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
2019 Q3	–	Sell	-9,900	Closed	-$36K	–	321
2019 Q2	$36K	Hold	9,900	–	–	0.02%	297
2019 Q1	$36K	Hold	9,900	–	–	0.02%	285
2018 Q4	$36K	Buy	+9,900	New	+$620K	0.02%	239

Other funds holding SBUX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cedar Brook Financial Partners's SBUX Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 4,783 shares — an estimated $437K sold.

Cedar Brook Financial Partners first reported a position in SBUX in Q4 2018 and held it in 22 quarters. The position peaked at $513K in Q1 2023. 2,258 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 4,783 Starbucks shares in Q2 2024, an estimated $437K.
Cedar Brook Financial Partners first reported a position in Starbucks in Q4 2018 and held it in 22 quarters.
Cedar Brook Financial Partners's Starbucks position peaked at $513K in Q1 2023.
2,258 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.