Sumitomo Mitsui Financial Group’s Starbucks SBUX Stock Holding History

Sumitomo Mitsui Financial Group’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	–	Sell	-563	Closed	-$48K	–	171
2020 Q3	$48K	Buy	+563	New	+$44.9K	﹤0.01%	138
2019 Q3	–	Sell	-5,750	Closed	-$480K	–	143
2019 Q2	$480K	Buy	+5,750	New	+$451K	0.04%	76
2019 Q1	–	Sell	-6,000	Closed	-$379K	–	126
2018 Q4	$379K	Buy	6,000 +2,100	+54%	+$131K	0.02%	81
2018 Q3	$224K	Buy	+3,900	New	+$206K	0.02%	85
2018 Q2	–	Sell	-750	Closed	-$43K	–	137
2018 Q1	$43K	Sell	750 -464	-38%	-$26.8K	﹤0.01%	105
2017 Q4	$70K	Sell	1,214 -822	-40%	-$46.5K	0.01%	76
2017 Q3	$111K	Buy	+2,036	New	+$113K	0.01%	73
2017 Q2	–	Sell	-1,140	Closed	-$66K	–	130
2017 Q1	$66K	Buy	+1,140	New	+$64.5K	0.01%	54

Other funds holding SBUX

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Sumitomo Mitsui Financial Group's SBUX Position: Q4 2020 in Review

Sumitomo Mitsui Financial Group sold out of Starbucks (SBUX) in Q4 2020, closing a stake of 563 shares — an estimated $48K sold.

Sumitomo Mitsui Financial Group first reported a position in SBUX in Q1 2017 and held it in 8 quarters. The position peaked at $480K in Q2 2019. 2,206 funds tracked by Wall St. Rank hold SBUX as of Q4 2020.

Sumitomo Mitsui Financial Group reported no remaining Starbucks position as of Q4 2020 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 563 Starbucks shares in Q4 2020, an estimated $48K.
Sumitomo Mitsui Financial Group first reported a position in Starbucks in Q1 2017 and held it in 8 quarters.
Sumitomo Mitsui Financial Group's Starbucks position peaked at $480K in Q2 2019.
2,206 funds tracked by Wall St. Rank held Starbucks as of Q4 2020.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.