Sun Life Financial’s Starbucks SBUX Stock Holding History

Sun Life Financial’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 Q2	–	Sell	-699	Closed	-$76K	–	418
2021 Q1	$76K	Buy	699 +5	+0.7%	+$525	0.01%	156
2020 Q4	$74K	Sell	694 -5	-0.7%	-$477	0.01%	147
2020 Q3	$60K	Sell	699 -4	-0.6%	-$319	0.01%	149
2020 Q2	$52K	Buy	703 +17	+2%	+$1.28K	0.01%	145
2020 Q1	$45K	Sell	686 -21	-3%	-$1.7K	0.01%	138
2019 Q4	$62K	Sell	707 -276	-28%	-$23.5K	0.02%	136
2019 Q3	$87K	Sell	983 -19	-2%	-$1.76K	0.02%	251
2019 Q2	$84K	Sell	1,002 -1,117	-53%	-$87.6K	0.02%	253
2019 Q1	$158K	Sell	2,119 -1,306	-38%	-$89.8K	0.03%	221
2018 Q4	$221K	Sell	3,425 -274	-7%	-$17.1K	0.05%	179
2018 Q3	$210K	Sell	3,699 -40	-1%	-$2.12K	0.04%	230
2018 Q2	$183K	Buy	3,739 +3,368	+908%	+$191K	0.03%	238
2018 Q1	$6.4K	Sell	371 -2,745	-88%	-$159K	0.06%	126
2017 Q4	$179K	Sell	3,116 -7,485	-71%	-$424K	0.02%	153
2017 Q3	$569K	Buy	10,601 +50	+0.5%	+$2.77K	0.06%	122
2017 Q2	$615K	Buy	10,551 +10,505	+22,837%	+$635K	0.07%	103
2017 Q1	$786	Buy	46 +3	+7%	+$170	﹤0.01%	144
2016 Q4	$780	Buy	+43	New	+$2.38K	0.01%	92

Other funds holding SBUX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Geode Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Loomis, Sayles & Company

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