5L
SIVB

55I LLC’s SVB Financial Group SIVB Stock Holding History

55I LLC’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$249K Buy
+743
New +$299K 0.01% 538

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

55I LLC's SIVB Position: Q3 2022 in Review

55I LLC opened a new position in SVB Financial Group (SIVB) in Q3 2022: 743 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings.

673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • 55I LLC held 743 shares of SVB Financial Group worth $249K as of Q3 2022.
  • SVB Financial Group was a new 55I LLC position in Q3 2022.
  • SVB Financial Group made up 0.01% of 55I LLC's portfolio in Q3 2022, its #538 holding.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.