Lehman Financial Resources’s Starbucks SBUX Stock Holding History

Lehman 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
2018 Q1	–	Sell	-7,810	Closed	-$448K	–	84
2017 Q4	$448K	Hold	7,810	–	–	0.23%	50
2017 Q3	$419K	Buy	7,810 +410	+6%	+$22.7K	0.21%	49
2017 Q2	$431K	Hold	7,400	–	–	0.24%	44
2017 Q1	$432K	Hold	7,400	–	–	0.24%	44
2016 Q4	$410K	Buy	+7,400	New	+$410K	0.23%	41
2015 Q4	–	Sell	-400	Closed	-$22K	–	288
2015 Q3	$22K	Hold	400	–	–	0.01%	236
2015 Q2	$21K	Hold	400	–	–	0.01%	251
2015 Q1	$19K	Hold	400	–	–	0.01%	258
2014 Q4	$16K	Hold	400	–	–	0.01%	262
2014 Q3	$15K	Hold	400	–	–	0.01%	269
2014 Q2	$15K	Sell	400 -140	-26%	-$5.08K	0.01%	262
2014 Q1	$20K	Buy	540 +140	+35%	+$5.18K	0.01%	225
2013 Q4	$16K	Buy	+400	New	+$15.8K	0.01%	241

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lehman Financial Resources's SBUX Position: Q1 2018 in Review

Lehman Financial Resources sold out of Starbucks (SBUX) in Q1 2018, closing a stake of 7,810 shares — an estimated $448K sold.

Lehman Financial Resources first reported a position in SBUX in Q4 2013 and held it in 13 quarters. The position peaked at $448K in Q4 2017. 1,576 funds tracked by Wall St. Rank hold SBUX as of Q1 2018.

Lehman Financial Resources reported no remaining Starbucks position as of Q1 2018 after selling out during the quarter.
Lehman Financial Resources sold 7,810 Starbucks shares in Q1 2018, an estimated $448K.
Lehman Financial Resources first reported a position in Starbucks in Q4 2013 and held it in 13 quarters.
Lehman Financial Resources's Starbucks position peaked at $448K in Q4 2017.
1,576 funds tracked by Wall St. Rank held Starbucks as of Q1 2018.

Based on Lehman Financial Resources's 13F filing for Q1 2018, filed 25 Apr 2018.