Crown Advisors Management’s Starbucks SBUX Stock Holding History

Crown Advisors 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
2022 Q1	–	Sell	-25,000	Closed	-$2.92M	–	48
2021 Q4	$2.92M	Hold	25,000	–	–	1.88%	24
2021 Q3	$2.76M	Hold	25,000	–	–	1.94%	24
2021 Q2	$2.79M	Hold	25,000	–	–	1.93%	23
2021 Q1	$2.73M	Hold	25,000	–	–	2.14%	21
2020 Q4	$2.67M	Hold	25,000	–	–	1.92%	26
2020 Q3	$2.15M	Hold	25,000	–	–	1.4%	35
2020 Q2	$1.84M	Buy	25,000 +5,000	+25%	+$376K	1.26%	37
2020 Q1	$1.31M	Buy	+20,000	New	+$1.62M	1.04%	37

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Crown Advisors Management's SBUX Position: Q1 2022 in Review

Crown Advisors Management sold out of Starbucks (SBUX) in Q1 2022, closing a stake of 25,000 shares — an estimated $2.92M sold.

Crown Advisors Management first reported a position in SBUX in Q1 2020 and held it in 8 quarters. The position peaked at $2.92M in Q4 2021. 2,270 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

Crown Advisors Management reported no remaining Starbucks position as of Q1 2022 after selling out during the quarter.
Crown Advisors Management sold 25,000 Starbucks shares in Q1 2022, an estimated $2.92M.
Crown Advisors Management first reported a position in Starbucks in Q1 2020 and held it in 8 quarters.
Crown Advisors Management's Starbucks position peaked at $2.92M in Q4 2021.
2,270 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on Crown Advisors Management's 13F filing for Q1 2022, filed 12 May 2022.