Suncoast Equity Management’s Starbucks SBUX Stock Holding History

Suncoast Equity 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
2020 Q2	–	Sell	-189,060	Closed	-$12.4M	–	41
2020 Q1	$12.4M	Buy	189,060 +3,346	+2%	+$271K	3.02%	16
2019 Q4	$16.3M	Sell	185,714 -1,420	-0.8%	-$121K	3.22%	18
2019 Q3	$16.5M	Sell	187,134 -8,270	-4%	-$767K	3.51%	18
2019 Q2	$16.4M	Buy	195,404 +5,725	+3%	+$449K	3.36%	18
2019 Q1	$14.1M	Buy	189,679 +1,975	+1%	+$136K	3.13%	20
2018 Q4	$12.1M	Buy	187,704 +1,892	+1%	+$118K	3.18%	19
2018 Q3	$10.6M	Sell	185,812 -380	-0.2%	-$20.1K	2.46%	19
2018 Q2	$9.1M	Buy	186,192 +745	+0.4%	+$42.3K	2.28%	19
2018 Q1	$10.7M	Buy	185,447 +2,986	+2%	+$173K	2.82%	19
2017 Q4	$10.5M	Sell	182,461 -3,887	-2%	-$220K	2.89%	20
2017 Q3	$10M	Sell	186,348 -2,026	-1%	-$112K	2.91%	19
2017 Q2	$11M	Sell	188,374 -431	-0.2%	-$26.1K	3.33%	18
2017 Q1	$11M	Sell	188,805 -16,378	-8%	-$927K	3.56%	17
2016 Q4	$11.4M	Sell	205,183 -12,872	-6%	-$713K	3.63%	16
2016 Q3	$11.8M	Buy	218,055 +1,960	+0.9%	+$110K	3.56%	16
2016 Q2	$12.3M	Buy	+216,095	New	+$12.3M	3.85%	14

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

Fidelity Investments

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

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

Bank of America

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

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

Polen Capital Management

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