Veritas Asset Management’s Starbucks SBUX Stock Holding History

Veritas Asset 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
2022 Q4	–	Sell	-3,600	Closed	-$303K	–	37
2022 Q3	$303K	Hold	3,600	–	–	﹤0.01%	37
2022 Q2	$275K	Sell	3,600 -800	-18%	-$61.4K	﹤0.01%	37
2022 Q1	$400K	Buy	4,400 +2,400	+120%	+$226K	﹤0.01%	35
2021 Q4	$234K	Hold	2,000	–	–	﹤0.01%	32
2021 Q3	$221K	Hold	2,000	–	–	﹤0.01%	33
2021 Q2	$224K	Hold	2,000	–	–	﹤0.01%	33
2021 Q1	$219K	Hold	2,000	–	–	﹤0.01%	35
2020 Q4	$214K	Buy	+2,000	New	+$191K	﹤0.01%	35

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Veritas Asset Management's SBUX Position: Q4 2022 in Review

Veritas Asset Management sold out of Starbucks (SBUX) in Q4 2022, closing a stake of 3,600 shares — an estimated $303K sold.

Veritas Asset Management first reported a position in SBUX in Q4 2020 and held it in 8 quarters. The position peaked at $400K in Q1 2022. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

Veritas Asset Management reported no remaining Starbucks position as of Q4 2022 after selling out during the quarter.
Veritas Asset Management sold 3,600 Starbucks shares in Q4 2022, an estimated $303K.
Veritas Asset Management first reported a position in Starbucks in Q4 2020 and held it in 8 quarters.
Veritas Asset Management's Starbucks position peaked at $400K in Q1 2022.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on Veritas Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.