Shine Investment Advisory Services’s Starbucks SBUX Stock Holding History

Shine Investment 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
2020 Q3	$9K	Sell	103 -350	-77%	-$27.9K	﹤0.01%	571
2020 Q2	$33K	Buy	453 +176	+64%	+$13.2K	0.01%	375
2020 Q1	$18K	Sell	277 -93	-25%	-$7.52K	0.01%	439
2019 Q4	$33K	Buy	370 +143	+63%	+$12.2K	0.01%	409
2019 Q3	$20K	Buy	227 +188	+482%	+$17.4K	0.01%	457
2019 Q2	$3K	Hold	39	–	–	﹤0.01%	654
2019 Q1	$3K	Buy	39 +9	+30%	+$619	﹤0.01%	662
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	658
2018 Q3	$2K	Hold	30	–	–	﹤0.01%	629
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	643
2018 Q1	$2K	Sell	30 -1,487	-98%	-$86K	﹤0.01%	631
2017 Q4	$87K	Hold	1,517	–	–	0.04%	198
2017 Q3	$81K	Sell	1,517 -678	-31%	-$37.6K	0.04%	198
2017 Q2	$128K	Buy	+2,195	New	+$133K	0.07%	125

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

Shine Investment Advisory Services's SBUX Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Starbucks (SBUX) stake by 77% in Q3 2020, selling an estimated $27.9K and leaving 103 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Shine Investment Advisory Services first reported a position in SBUX in Q2 2017 and has held it in 14 quarters since. The position peaked at $128K in Q2 2017. 1,998 funds tracked by Wall St. Rank hold SBUX as of Q3 2020.

Shine Investment Advisory Services held 103 shares of Starbucks worth $9K as of Q3 2020.
Shine Investment Advisory Services sold 350 Starbucks shares in Q3 2020, an estimated $27.9K.
Starbucks made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #571 holding.
Shine Investment Advisory Services first reported a position in Starbucks in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Starbucks position peaked at $128K in Q2 2017.
1,998 funds tracked by Wall St. Rank held Starbucks as of Q3 2020.

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