Peninsula Wealth’s Starbucks SBUX Stock Holding History

Peninsula Wealth’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 Q1	–	Sell	-2,508	Closed	-$220K	–	44
2019 Q4	$220K	Buy	2,508 +82	+3%	+$6.99K	0.1%	38
2019 Q3	$216K	Buy	+2,426	New	+$225K	0.11%	35

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Peninsula Wealth's SBUX Position: Q1 2020 in Review

Peninsula Wealth sold out of Starbucks (SBUX) in Q1 2020, closing a stake of 2,508 shares — an estimated $220K sold.

Peninsula Wealth first reported a position in SBUX in Q3 2019 and held it in 2 quarters. The position peaked at $220K in Q4 2019. 1,871 funds tracked by Wall St. Rank hold SBUX as of Q1 2020.

Peninsula Wealth reported no remaining Starbucks position as of Q1 2020 after selling out during the quarter.
Peninsula Wealth sold 2,508 Starbucks shares in Q1 2020, an estimated $220K.
Peninsula Wealth first reported a position in Starbucks in Q3 2019 and held it in 2 quarters.
Peninsula Wealth's Starbucks position peaked at $220K in Q4 2019.
1,871 funds tracked by Wall St. Rank held Starbucks as of Q1 2020.

Based on Peninsula Wealth's 13F filing for Q1 2020, filed 12 May 2020.