Ownership history in GHE, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which GHE, LLC reported a position in STARBUCKS CORP COM (SBUX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π GHE, LLC underperformed the S&P 500 by β24.1% annually on this SBUX position. Timing score: 31% (5/16 decisions correct). Average cost basis: $97.76. Maximum drawdown during holding period: β33.9%.
β Significantly underperformed the S&P 500 by 24.1% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 16 add/trim decisions correct
Best entry: $82.51 (2022 Q1) Β· Worst: $105.56 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 10 trims. Bought during 3 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size