Joseph P. Lucia & Associates’s Starbucks SBUX Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-7	Closed	-$1K	–	382
2022 Q2	$1K	Sell	7 -45	-87%	-$3.46K	﹤0.01%	420
2022 Q1	$5K	Buy	+52	New	+$4.91K	﹤0.01%	360
2021 Q4	–	Sell	-718	Closed	-$79K	–	468
2021 Q3	$79K	Buy	718 +462	+180%	+$54.1K	0.05%	186
2021 Q2	$29K	Buy	256 +146	+133%	+$16.5K	0.02%	272
2021 Q1	$12K	Hold	110	–	–	0.01%	345
2020 Q4	$12K	Buy	+110	New	+$10.5K	0.01%	322
2020 Q3	–	Sell	-25	Closed	-$2K	–	385
2020 Q2	$2K	Sell	25 -120	-83%	-$9.02K	﹤0.01%	442
2020 Q1	$10K	Buy	+145	New	+$11.7K	0.01%	288

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Joseph P. Lucia & Associates's SBUX Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Starbucks (SBUX) in Q3 2022, closing a stake of 7 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in SBUX in Q1 2020 and held it in 8 quarters. The position peaked at $79K in Q3 2021. 2,160 funds tracked by Wall St. Rank hold SBUX as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Starbucks position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 7 Starbucks shares in Q3 2022, an estimated $1K.
Joseph P. Lucia & Associates first reported a position in Starbucks in Q1 2020 and held it in 8 quarters.
Joseph P. Lucia & Associates's Starbucks position peaked at $79K in Q3 2021.
2,160 funds tracked by Wall St. Rank held Starbucks as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.