Paul John Balson’s Starbucks SBUX Stock Holding History

Paul John Balson’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
2020 Q4	$229K	Buy	+2,144	New	+$205K	0.05%	83

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Paul John Balson's SBUX Position: Q4 2020 in Review

Paul John Balson opened a new position in Starbucks (SBUX) in Q4 2020: 2,144 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #83 among its holdings.

2,204 funds tracked by Wall St. Rank hold SBUX as of Q4 2020.

Paul John Balson held 2,144 shares of Starbucks worth $229K as of Q4 2020.
Starbucks was a new Paul John Balson position in Q4 2020.
Starbucks made up 0.05% of Paul John Balson's portfolio in Q4 2020, its #83 holding.
2,204 funds tracked by Wall St. Rank held Starbucks as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.