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MPS Loria Financial Planners’s Starbucks SBUX Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-1,475
Closed -$161K – 480
2021
Q1 		$161K Sell
1,475
-16
-1% -$1.68K 0.08% 94
2020
Q4 		$154K Buy
1,491
+530
+55% +$50.6K 0.07% 90
2020
Q3 		$83K Sell
961
-1,061
-52% -$84.6K 0.04% 115
2020
Q2 		$149K Buy
+2,022
New +$152K 0.08% 79
2017
Q3 		– Sell
-2,888
Closed -$153K – 282
2017
Q2 		$153K Buy
+2,888
New +$175K 0.1% 86

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

MPS Loria Financial Planners's SBUX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Starbucks (SBUX) in Q2 2021, closing a stake of 1,475 shares — an estimated $161K sold.

MPS Loria Financial Planners first reported a position in SBUX in Q2 2017 and held it in 5 quarters. The position peaked at $161K in Q1 2021. 2,247 funds tracked by Wall St. Rank hold SBUX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Starbucks position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,475 Starbucks shares in Q2 2021, an estimated $161K.
  • MPS Loria Financial Planners first reported a position in Starbucks in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Starbucks position peaked at $161K in Q1 2021.
  • 2,247 funds tracked by Wall St. Rank held Starbucks as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.