Resource Management’s Starbucks SBUX Stock Holding History

Resource Management’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 Q4	$474K	Sell	4,056 -1,443	-26%	-$163K	0.05%	111
2021 Q3	$607K	Buy	5,499 +5	+0.1%	+$585	0.07%	92
2021 Q2	$614K	Sell	5,494 -200	-4%	-$22.6K	0.07%	93
2021 Q1	$622K	Buy	5,694 +34	+0.6%	+$3.57K	0.07%	89
2020 Q4	$605K	Buy	5,660 +98	+2%	+$9.36K	0.08%	89
2020 Q3	$478K	Buy	5,562 +49	+0.9%	+$3.91K	0.08%	92
2020 Q2	$405K	Buy	+5,513	New	+$414K	0.07%	88

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Resource Management's SBUX Position: Q4 2021 in Review

Resource Management reduced its Starbucks (SBUX) stake by 26% in Q4 2021, selling an estimated $163K and leaving 4,056 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #111.

Resource Management first reported a position in SBUX in Q2 2020 and has held it in 7 quarters since. The position peaked at $622K in Q1 2021. 2,414 funds tracked by Wall St. Rank hold SBUX as of Q4 2021.

Resource Management held 4,056 shares of Starbucks worth $474K as of Q4 2021.
Resource Management sold 1,443 Starbucks shares in Q4 2021, an estimated $163K.
Starbucks made up 0.05% of Resource Management's portfolio in Q4 2021, its #111 holding.
Resource Management first reported a position in Starbucks in Q2 2020 and has held it in 7 quarters since.
Resource Management's Starbucks position peaked at $622K in Q1 2021.
2,414 funds tracked by Wall St. Rank held Starbucks as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.