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Lee Financial’s Starbucks SBUX Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-522
Closed -$50.1K – 692
2023
Q4 		$50.1K Sell
522
-112
-18% -$10.9K 0.01% 235
2023
Q3 		$57.9K Buy
634
+17
+3% +$1.67K 0.01% 201
2023
Q2 		$61.1K Sell
617
-139
-18% -$14.4K 0.01% 205
2023
Q1 		$78.7K Buy
756
+82
+12% +$8.54K 0.01% 197
2022
Q4 		$66.9K Buy
674
+143
+27% +$13.5K 0.01% 229
2022
Q3 		$45K Buy
531
+12
+2% +$1.02K 0.01% 258
2022
Q2 		$40K Buy
519
+14
+3% +$1.07K 0.01% 265
2022
Q1 		$46K Hold
505
– – 0.01% 247
2021
Q4 		$59K Buy
505
+10
+2% +$1.13K 0.01% 236
2021
Q3 		$55K Buy
+495
New +$58K 0.01% 220
2021
Q2 		– Sell
-750
Closed -$82K – 690
2021
Q1 		$82K Buy
+750
New +$78.7K 0.02% 189
2018
Q3 		– Sell
-616
Closed -$30K – 670
2018
Q2 		$30K Buy
616
+3
+0.5% +$170 0.01% 303
2018
Q1 		$35K Buy
+613
New +$35.4K 0.01% 287
2017
Q3 		– Sell
-56
Closed -$3K – 521
2017
Q2 		$3K Buy
+56
New +$3.39K ﹤0.01% 446

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Financial's SBUX Position: Q1 2024 in Review

Lee Financial sold out of Starbucks (SBUX) in Q1 2024, closing a stake of 522 shares — an estimated $50.1K sold.

Lee Financial first reported a position in SBUX in Q2 2017 and held it in 14 quarters. The position peaked at $82K in Q1 2021. 2,441 funds tracked by Wall St. Rank hold SBUX as of Q1 2024.

  • Lee Financial reported no remaining Starbucks position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 522 Starbucks shares in Q1 2024, an estimated $50.1K.
  • Lee Financial first reported a position in Starbucks in Q2 2017 and held it in 14 quarters.
  • Lee Financial's Starbucks position peaked at $82K in Q1 2021.
  • 2,441 funds tracked by Wall St. Rank held Starbucks as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.