LifePlan Financial Group’s Starbucks SBUX Stock Holding History

LifePlan Financial Group’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 Q3	$37K	Hold	436	–	–	0.02%	272
2020 Q2	$32K	Hold	436	–	–	0.01%	281
2020 Q1	$29K	Hold	436	–	–	0.02%	280
2019 Q4	$38K	Hold	436	–	–	0.02%	279
2019 Q3	$39K	Hold	436	–	–	0.02%	271
2019 Q2	$37K	Hold	436	–	–	0.02%	277
2019 Q1	$32K	Sell	436 -6	-1%	-$412	0.02%	290
2018 Q4	$28K	Hold	442	–	–	0.02%	292
2018 Q3	$25K	Hold	442	–	–	0.01%	319
2018 Q2	$22K	Sell	442 -30	-6%	-$1.7K	0.01%	323
2018 Q1	$27K	Buy	+472	New	+$27.3K	0.02%	290
2014 Q2	–	Sell	-240	Closed	-$9K	–	188
2014 Q1	$9K	Hold	240	–	–	0.01%	186
2013 Q4	$9K	Hold	240	–	–	0.01%	163
2013 Q3	$9K	Hold	240	–	–	0.01%	155
2013 Q2	$8K	Buy	+240	New	+$7.46K	0.01%	124

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

MAM

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

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

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

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

LifePlan Financial Group's SBUX Position: Q3 2020 in Review

LifePlan Financial Group held its Starbucks (SBUX) position steady in Q3 2020 at 436 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #272.

LifePlan Financial Group first reported a position in SBUX in Q2 2013 and has held it in 15 quarters since. The position peaked at $39K in Q3 2019. 1,997 funds tracked by Wall St. Rank hold SBUX as of Q3 2020.

LifePlan Financial Group held 436 shares of Starbucks worth $37K as of Q3 2020.
LifePlan Financial Group left its Starbucks share count unchanged in Q3 2020.
Starbucks made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #272 holding.
LifePlan Financial Group first reported a position in Starbucks in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Starbucks position peaked at $39K in Q3 2019.
1,997 funds tracked by Wall St. Rank held Starbucks as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.