Ownership history in UNIONVIEW, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which UNIONVIEW, 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 UNIONVIEW, LLC underperformed the S&P 500 by β12.0% annually on this SBUX position. Timing score: 50% (6/12 decisions correct). Average cost basis: $104.97. Maximum drawdown during holding period: β33.9%.
β Significantly underperformed the S&P 500 by 12.0% ann.
12 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 12 add/trim decisions correct
Best entry: $69.78 (2022 Q2) Β· Worst: $105.56 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 10 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.86% 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