LifePro Asset Management’s Starbucks SBUX Stock Holding History

LifePro Asset 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
2024 Q3	$853K	Buy	+8,746	New	+$750K	0.52%	55
2022 Q2	–	Sell	-4,232	Closed	-$385K	–	138
2022 Q1	$385K	Buy	4,232 +338	+9%	+$31.9K	0.14%	84
2021 Q4	$456K	Sell	3,894 -1,624	-29%	-$183K	0.13%	76
2021 Q3	$609K	Buy	5,518 +230	+4%	+$26.9K	0.18%	48
2021 Q2	$591K	Buy	5,288 +16	+0.3%	+$1.81K	0.18%	42
2021 Q1	$576K	Sell	5,272 -909	-15%	-$95.4K	0.18%	41
2020 Q4	$661K	Buy	+6,181	New	+$590K	0.21%	43

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LifePro Asset Management's SBUX Position: Q3 2024 in Review

LifePro Asset Management opened a new position in Starbucks (SBUX) in Q3 2024: 8,746 shares worth $853K. The stake represents 0.52% of the portfolio and ranks #55 among its holdings. This is a return to the name: LifePro Asset Management previously reported a position in SBUX as recently as Q1 2022.

LifePro Asset Management first reported a position in SBUX in Q4 2020 and has held it in 7 quarters since. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q3 2024.

LifePro Asset Management held 8,746 shares of Starbucks worth $853K as of Q3 2024.
Starbucks was a new LifePro Asset Management position in Q3 2024.
Starbucks made up 0.52% of LifePro Asset Management's portfolio in Q3 2024, its #55 holding.
LifePro Asset Management first reported a position in Starbucks in Q4 2020 and has held it in 7 quarters since.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.