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Jupiter Investment Management’s Starbucks SBUX Stock Holding History

Jupiter Investment 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
2020
Q2 		– Sell
-4,710
Closed -$309K – 470
2020
Q1 		$309K Sell
4,710
-2,308
-33% -$187K 0.01% 315
2019
Q4 		$617K Sell
7,018
-426,181
-98% -$36.3M 0.01% 346
2019
Q3 		$38.3M Buy
433,199
+243,141
+128% +$22.5M 0.49% 64
2019
Q2 		$15.9M Buy
+190,058
New +$14.9M 0.16% 137
2016
Q3 		– Sell
-24,286
Closed -$1.39M – 442
2016
Q2 		$1.39M Buy
+24,286
New +$1.38M 0.03% 279

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Jupiter Investment Management's SBUX Position: Q2 2020 in Review

Jupiter Investment Management sold out of Starbucks (SBUX) in Q2 2020, closing a stake of 4,710 shares — an estimated $309K sold.

Jupiter Investment Management first reported a position in SBUX in Q2 2016 and held it in 5 quarters. The position peaked at $38.3M in Q3 2019. 1,941 funds tracked by Wall St. Rank hold SBUX as of Q2 2020.

  • Jupiter Investment Management reported no remaining Starbucks position as of Q2 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 4,710 Starbucks shares in Q2 2020, an estimated $309K.
  • Jupiter Investment Management first reported a position in Starbucks in Q2 2016 and held it in 5 quarters.
  • Jupiter Investment Management's Starbucks position peaked at $38.3M in Q3 2019.
  • 1,941 funds tracked by Wall St. Rank held Starbucks as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.