Evelyn V. Moreno’s Starbucks SBUX Stock Holding History

Evelyn V. Moreno’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
2023 Q4	$273K	Hold	2,845	–	–	0.13%	110
2023 Q3	$260K	Hold	2,845	–	–	0.06%	117
2023 Q2	$282K	Sell	2,845 -150	-5%	-$15.6K	0.06%	95
2023 Q1	$312K	Hold	2,995	–	–	0.07%	90
2022 Q4	$297K	Buy	2,995 +150	+5%	+$14.2K	0.07%	132
2022 Q3	$240K	Sell	2,845 -150	-5%	-$12.7K	0.11%	130
2022 Q2	$229K	Hold	2,995	–	–	0.05%	141
2022 Q1	$272K	Buy	+2,995	New	+$283K	0.06%	88

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Evelyn V. Moreno's SBUX Position: Q4 2023 in Review

Evelyn V. Moreno held its Starbucks (SBUX) position steady in Q4 2023 at 2,845 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #110.

Evelyn V. Moreno first reported a position in SBUX in Q1 2022 and has held it in 8 quarters since. The position peaked at $312K in Q1 2023. 2,457 funds tracked by Wall St. Rank hold SBUX as of Q4 2023.

Evelyn V. Moreno held 2,845 shares of Starbucks worth $273K as of Q4 2023.
Evelyn V. Moreno left its Starbucks share count unchanged in Q4 2023.
Starbucks made up 0.13% of Evelyn V. Moreno's portfolio in Q4 2023, its #110 holding.
Evelyn V. Moreno first reported a position in Starbucks in Q1 2022 and has held it in 8 quarters since.
Evelyn V. Moreno's Starbucks position peaked at $312K in Q1 2023.
2,457 funds tracked by Wall St. Rank held Starbucks as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.