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Willingdon Wealth Management’s Starbucks SBUX Stock Holding History

Willingdon Wealth 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
2020
Q1 		$1K Sell
22
-58
-73% -$4.69K ﹤0.01% 285
2019
Q4 		$7K Sell
80
-100
-56% -$8.53K ﹤0.01% 263
2019
Q3 		$16K Buy
180
+158
+718% +$14.6K ﹤0.01% 223
2019
Q2 		$2K Hold
22
– – ﹤0.01% 282
2019
Q1 		$2K Hold
22
– – ﹤0.01% 316
2018
Q4 		$1K Hold
22
– – ﹤0.01% 325
2018
Q3 		$1K Sell
22
-16
-42% -$846 ﹤0.01% 394
2018
Q2 		$2K Buy
38
+16
+73% +$908 ﹤0.01% 308
2018
Q1 		$1K Hold
22
– – ﹤0.01% 328
2017
Q4 		$1K Hold
22
– – ﹤0.01% 343
2017
Q3 		$1K Buy
+22
New +$1.22K ﹤0.01% 291

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM