United Bank (Georgia)’s Starbucks SBUX Stock Holding History

United Bank (Georgia)’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 Q1	–	Sell	-6,155	Closed	-$658K	–	84
2020 Q4	$658K	Sell	6,155 -3,500	-36%	-$334K	0.47%	62
2020 Q3	$830K	Sell	9,655 -2,607	-21%	-$208K	0.69%	56
2020 Q2	$902K	Sell	12,262 -1,138	-8%	-$85.5K	0.85%	49
2020 Q1	$881K	Sell	13,400 -5,423	-29%	-$439K	0.91%	42
2019 Q4	$1.66M	Buy	18,823 +256	+1%	+$21.8K	1.12%	38
2019 Q3	$1.64M	Sell	18,567 -1,832	-9%	-$170K	1.22%	35
2019 Q2	$1.71M	Sell	20,399 -4,142	-17%	-$325K	1.34%	33
2019 Q1	$1.82M	Sell	24,541 -218	-0.9%	-$15K	1.45%	28
2018 Q4	$1.59M	Sell	24,759 -576	-2%	-$36.1K	1.47%	29
2018 Q3	$1.44M	Buy	25,335 +366	+1%	+$19.4K	1.14%	43
2018 Q2	$1.22M	Buy	24,969 +3,893	+18%	+$221K	1.05%	43
2018 Q1	$1.22M	Sell	21,076 -2,073	-9%	-$120K	1.11%	40
2017 Q4	$1.33M	Buy	23,149 +1,112	+5%	+$62.9K	1.14%	43
2017 Q3	$1.18M	Buy	22,037 +1,089	+5%	+$60.3K	1.11%	46
2017 Q2	$1.22M	Buy	20,948 +422	+2%	+$25.5K	1.13%	45
2017 Q1	$1.2M	Buy	20,526 +1,951	+11%	+$110K	1.14%	42
2016 Q4	$1.03M	Buy	+18,575	New	+$1.03M	1.05%	44

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

Fidelity Investments

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

Loomis, Sayles & Company

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

Polen Capital Management

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