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Partners Capital Investment Group’s Starbucks SBUX Stock Holding History

Partners Capital Investment 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
2024
Q1 		– Sell
-3,541
Closed -$340K – 239
2023
Q4 		$340K Buy
3,541
+1,237
+54% +$120K 0.01% 206
2023
Q3 		$210K Buy
2,304
+201
+10% +$19.7K 0.01% 225
2023
Q2 		$208K Buy
+2,103
New +$218K ﹤0.01% 210

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Partners Capital Investment Group's SBUX Position: Q1 2024 in Review

Partners Capital Investment Group sold out of Starbucks (SBUX) in Q1 2024, closing a stake of 3,541 shares — an estimated $340K sold.

Partners Capital Investment Group first reported a position in SBUX in Q2 2023 and held it in 3 quarters. The position peaked at $340K in Q4 2023. 2,442 funds tracked by Wall St. Rank hold SBUX as of Q1 2024.

  • Partners Capital Investment Group reported no remaining Starbucks position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 3,541 Starbucks shares in Q1 2024, an estimated $340K.
  • Partners Capital Investment Group first reported a position in Starbucks in Q2 2023 and held it in 3 quarters.
  • Partners Capital Investment Group's Starbucks position peaked at $340K in Q4 2023.
  • 2,442 funds tracked by Wall St. Rank held Starbucks as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.