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Meitav Investment House’s Starbucks SBUX Stock Holding History

Meitav Investment House’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
2023
Q3 		– Sell
-411
Closed -$40.7K – 482
2023
Q2 		$40.7K Sell
411
-1,350
-77% -$140K ﹤0.01% 460
2023
Q1 		$203K Buy
+1,761
New +$183K ﹤0.01% 346
2020
Q1 		– Sell
-2,305
Closed -$202K – 434
2019
Q4 		$202K Buy
+2,305
New +$197K 0.01% 402

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Meitav Investment House's SBUX Position: Q3 2023 in Review

Meitav Investment House sold out of Starbucks (SBUX) in Q3 2023, closing a stake of 411 shares — an estimated $40.7K sold.

Meitav Investment House first reported a position in SBUX in Q4 2019 and held it in 3 quarters. The position peaked at $203K in Q1 2023. 2,301 funds tracked by Wall St. Rank hold SBUX as of Q3 2023.

  • Meitav Investment House reported no remaining Starbucks position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 411 Starbucks shares in Q3 2023, an estimated $40.7K.
  • Meitav Investment House first reported a position in Starbucks in Q4 2019 and held it in 3 quarters.
  • Meitav Investment House's Starbucks position peaked at $203K in Q1 2023.
  • 2,301 funds tracked by Wall St. Rank held Starbucks as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.