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Independent Family Office’s Starbucks SBUX Stock Holding History

Independent Family Office’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
2021
Q2 		– Sell
-3,380
Closed -$369K – 68
2021
Q1 		$369K Buy
+3,380
New +$355K 0.14% 45
2020
Q4 		– Sell
-4,060
Closed -$349K – 66
2020
Q3 		$349K Buy
4,060
+800
+25% +$63.8K 0.17% 46
2020
Q2 		$240K Buy
+3,260
New +$245K 0.12% 54

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Independent Family Office's SBUX Position: Q2 2021 in Review

Independent Family Office sold out of Starbucks (SBUX) in Q2 2021, closing a stake of 3,380 shares — an estimated $369K sold.

Independent Family Office first reported a position in SBUX in Q2 2020 and held it in 3 quarters. The position peaked at $369K in Q1 2021. 2,247 funds tracked by Wall St. Rank hold SBUX as of Q2 2021.

  • Independent Family Office reported no remaining Starbucks position as of Q2 2021 after selling out during the quarter.
  • Independent Family Office sold 3,380 Starbucks shares in Q2 2021, an estimated $369K.
  • Independent Family Office first reported a position in Starbucks in Q2 2020 and held it in 3 quarters.
  • Independent Family Office's Starbucks position peaked at $369K in Q1 2021.
  • 2,247 funds tracked by Wall St. Rank held Starbucks as of Q2 2021.

Based on Independent Family Office's 13F filing for Q2 2021, filed 12 Aug 2021.