Vickerman & Driscoll Financial Advisors’s Starbucks SBUX Stock Holding History

Vickerman & Driscoll Financial Advisors’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 Q1	$1.83M	Buy	27,909 +11,764	+73%	+$951K	1.13%	35
2019 Q4	$1.42M	Sell	16,145 -28	-0.2%	-$2.39K	0.72%	39
2019 Q3	$1.43M	Sell	16,173 -2,758	-15%	-$256K	0.78%	41
2019 Q2	$1.59M	Sell	18,931 -1,296	-6%	-$102K	0.88%	40
2019 Q1	$1.5M	Sell	20,227 -1,989	-9%	-$137K	0.85%	40
2018 Q4	$1.43M	Buy	22,216 +4,896	+28%	+$306K	1.11%	34
2018 Q3	$984K	Buy	17,320 +8,565	+98%	+$453K	0.69%	43
2018 Q2	$428K	Sell	8,755 -5,965	-41%	-$339K	0.31%	60
2018 Q1	$852K	Buy	14,720 +250	+2%	+$14.5K	0.63%	50
2017 Q4	$831K	Buy	+14,470	New	+$819K	0.65%	58

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Vickerman & Driscoll Financial Advisors's SBUX Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its Starbucks (SBUX) stake by 73% in Q1 2020, buying an estimated $951K and bringing the position to 27,909 shares worth $1.83M. The position accounts for 1.13% of the portfolio, ranked #35.

Vickerman & Driscoll Financial Advisors first reported a position in SBUX in Q4 2017 and has held it in 10 quarters since. 1,872 funds tracked by Wall St. Rank hold SBUX as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 27,909 shares of Starbucks worth $1.83M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 11,764 Starbucks shares in Q1 2020, an estimated $951K.
Starbucks made up 1.13% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #35 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Starbucks in Q4 2017 and has held it in 10 quarters since.
1,872 funds tracked by Wall St. Rank held Starbucks as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.