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Insight Capital Research & Management’s Starbucks SBUX Stock Holding History

Insight Capital Research & 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
2016
Q3 		– Sell
-25,306
Closed -$1.45M – 122
2016
Q2 		$1.45M Sell
25,306
-57,897
-70% -$3.29M 0.5% 87
2016
Q1 		$4.97M Sell
83,203
-3,490
-4% -$203K 1.54% 17
2015
Q4 		$5.2M Sell
86,693
-1,665
-2% -$101K 1.51% 20
2015
Q3 		$5.02M Sell
88,358
-148
-0.2% -$8.29K 1.52% 22
2015
Q2 		$4.75M Buy
+88,506
New +$4.49M 1.25% 32
2013
Q4 		– Sell
-4,000
Closed -$162K – 166
2013
Q3 		$162K Buy
+4,000
New +$144K 0.04% 159

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return