Truepoint Inc’s Starbucks SBUX Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-2,885	Closed	-$277K	–	220
2023 Q4	$277K	Buy	+2,885	New	+$281K	0.01%	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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Truepoint Inc's SBUX Position: Q1 2024 in Review

Truepoint Inc sold out of Starbucks (SBUX) in Q1 2024, closing a stake of 2,885 shares — an estimated $277K sold.

Truepoint Inc first reported a position in SBUX in Q4 2023 and held it in 1 quarter. The position peaked at $277K in Q4 2023. 2,441 funds tracked by Wall St. Rank hold SBUX as of Q1 2024.

Truepoint Inc reported no remaining Starbucks position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 2,885 Starbucks shares in Q1 2024, an estimated $277K.
Truepoint Inc first reported a position in Starbucks in Q4 2023 and held it in 1 quarter.
Truepoint Inc's Starbucks position peaked at $277K in Q4 2023.
2,441 funds tracked by Wall St. Rank held Starbucks as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.