Sanford Advisory Services’s Starbucks SBUX Stock Holding History

Sanford 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
2022 Q1	–	Sell	-1,713	Closed	-$200K	–	114
2021 Q4	$200K	Buy	+1,713	New	+$193K	0.05%	108
2021 Q1	–	Sell	-2,095	Closed	-$224K	–	106
2020 Q4	$224K	Buy	+2,095	New	+$200K	0.07%	89

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sanford Advisory Services's SBUX Position: Q1 2022 in Review

Sanford Advisory Services sold out of Starbucks (SBUX) in Q1 2022, closing a stake of 1,713 shares — an estimated $200K sold.

Sanford Advisory Services first reported a position in SBUX in Q4 2020 and held it in 2 quarters. The position peaked at $224K in Q4 2020. 2,272 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

Sanford Advisory Services reported no remaining Starbucks position as of Q1 2022 after selling out during the quarter.
Sanford Advisory Services sold 1,713 Starbucks shares in Q1 2022, an estimated $200K.
Sanford Advisory Services first reported a position in Starbucks in Q4 2020 and held it in 2 quarters.
Sanford Advisory Services's Starbucks position peaked at $224K in Q4 2020.
2,272 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on Sanford Advisory Services's 13F filing for Q1 2022, filed 28 Jul 2022.