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Swaine & Leidel Wealth Services’s Starbucks SBUX Stock Holding History

Swaine & Leidel Wealth 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
Q2 		– Sell
-35,021
Closed -$2.3M – 59
2020
Q1 		$2.3M Buy
+35,021
New +$2.83M 2.39% 25

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
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
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

Swaine & Leidel Wealth Services's SBUX Position: Q2 2020 in Review

Swaine & Leidel Wealth Services sold out of Starbucks (SBUX) in Q2 2020, closing a stake of 35,021 shares — an estimated $2.3M sold.

Swaine & Leidel Wealth Services first reported a position in SBUX in Q1 2020 and held it in 1 quarter. The position peaked at $2.3M in Q1 2020. 1,941 funds tracked by Wall St. Rank hold SBUX as of Q2 2020.

  • Swaine & Leidel Wealth Services reported no remaining Starbucks position as of Q2 2020 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 35,021 Starbucks shares in Q2 2020, an estimated $2.3M.
  • Swaine & Leidel Wealth Services first reported a position in Starbucks in Q1 2020 and held it in 1 quarter.
  • Swaine & Leidel Wealth Services's Starbucks position peaked at $2.3M in Q1 2020.
  • 1,941 funds tracked by Wall St. Rank held Starbucks as of Q2 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q2 2020, filed 5 Aug 2020.