SWS Partners’s Starbucks SBUX Stock Holding History

SWS Partners’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
2024 Q3	–	Sell	-477	Closed	-$37.2K	–	260
2024 Q2	$37.2K	Buy	+477	New	+$38.8K	0.01%	177
2018 Q2	–	Sell	-552	Closed	-$31K	–	270
2018 Q1	$31K	Buy	552 +1	+0.2%	+$58	0.02%	180
2017 Q4	$32K	Buy	+551	New	+$31.2K	0.02%	187

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWS Partners's SBUX Position: Q3 2024 in Review

SWS Partners sold out of Starbucks (SBUX) in Q3 2024, closing a stake of 477 shares — an estimated $37.2K sold.

SWS Partners first reported a position in SBUX in Q4 2017 and held it in 3 quarters. The position peaked at $37.2K in Q2 2024. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q3 2024.

SWS Partners reported no remaining Starbucks position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 477 Starbucks shares in Q3 2024, an estimated $37.2K.
SWS Partners first reported a position in Starbucks in Q4 2017 and held it in 3 quarters.
SWS Partners's Starbucks position peaked at $37.2K in Q2 2024.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.