Lehman & Derafelo Financial Resources’s Starbucks SBUX Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$243K	Buy	+2,451	New	+$231K	0.07%	96
2022 Q1	–	Sell	-2,077	Closed	-$243K	–	115
2021 Q4	$243K	Hold	2,077	–	–	0.07%	94
2021 Q3	$229K	Sell	2,077 -800	-28%	-$93.7K	0.07%	94
2021 Q2	$322K	Hold	2,877	–	–	0.09%	86
2021 Q1	$314K	Hold	2,877	–	–	0.09%	88
2020 Q4	$308K	Sell	2,877 -1,000	-26%	-$95.5K	0.09%	85
2020 Q3	$333K	Hold	3,877	–	–	0.11%	96
2020 Q2	$285K	Sell	3,877 -413	-10%	-$31K	0.1%	91
2020 Q1	$282K	Buy	4,290 +1,250	+41%	+$101K	0.12%	73
2019 Q4	$267K	Buy	3,040 +200	+7%	+$17.1K	0.1%	82
2019 Q3	$251K	Hold	2,840	–	–	0.1%	84
2019 Q2	$249K	Hold	2,840	–	–	0.1%	84
2019 Q1	$211K	Buy	+2,840	New	+$195K	0.09%	90

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Lehman & Derafelo Financial Resources's SBUX Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources opened a new position in Starbucks (SBUX) in Q4 2022: 2,451 shares worth $243K. The stake represents 0.07% of the portfolio and ranks #96 among its holdings. This is a return to the name: Lehman & Derafelo Financial Resources previously reported a position in SBUX as recently as Q4 2021.

Lehman & Derafelo Financial Resources first reported a position in SBUX in Q1 2019 and has held it in 13 quarters since. The position peaked at $333K in Q3 2020. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

Lehman & Derafelo Financial Resources held 2,451 shares of Starbucks worth $243K as of Q4 2022.
Starbucks was a new Lehman & Derafelo Financial Resources position in Q4 2022.
Starbucks made up 0.07% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #96 holding.
Lehman & Derafelo Financial Resources first reported a position in Starbucks in Q1 2019 and has held it in 13 quarters since.
Lehman & Derafelo Financial Resources's Starbucks position peaked at $333K in Q3 2020.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.