Partnervest Advisory Services’s Starbucks SBUX Stock Holding History

Partnervest Advisory Services’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
2018 Q2	–	Sell	-5,000	Closed	-$30K	–	221
2018 Q1	$30K	Buy	+5,000	New	+$289K	0.01%	186

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

Partnervest Advisory Services's SBUX Position: Q3 2020 in Review

Partnervest Advisory Services increased its Starbucks (SBUX) stake by 19% in Q3 2020, buying an estimated $238K and bringing the position to 18,857 shares worth $1.62M. The position accounts for 0.51% of the portfolio, ranked #40.

Partnervest Advisory Services first reported a position in SBUX in Q2 2013 and has held it in 27 quarters since. 1,997 funds tracked by Wall St. Rank hold SBUX as of Q3 2020.

Partnervest Advisory Services held 18,857 shares of Starbucks worth $1.62M as of Q3 2020.
Partnervest Advisory Services bought 2,983 Starbucks shares in Q3 2020, an estimated $238K.
Starbucks made up 0.51% of Partnervest Advisory Services's portfolio in Q3 2020, its #40 holding.
Partnervest Advisory Services first reported a position in Starbucks in Q2 2013 and has held it in 27 quarters since.
1,997 funds tracked by Wall St. Rank held Starbucks as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.