AL
SIVB

AJO LP’s SVB Financial Group SIVB Stock Holding History

AJO LP’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
2019
Q4 		– Sell
-1,236
Closed -$258K – 714
2019
Q3 		$258K Buy
+1,236
New +$259K ﹤0.01% 531
2019
Q1 		– Sell
-10,333
Closed -$1.96M – 779
2018
Q4 		$1.96M Sell
10,333
-7,258
-41% -$1.77M 0.01% 452
2018
Q3 		$5.47M Buy
+17,591
New +$5.55M 0.03% 341
2014
Q3 		– Sell
-12,700
Closed -$1.48M – 509
2014
Q2 		$1.48M Sell
12,700
-209,500
-94% -$23.4M 0.01% 344
2014
Q1 		$28.6M Buy
222,200
+85,900
+63% +$10M 0.12% 113
2013
Q4 		$14.3M Sell
136,300
-116,100
-46% -$11.4M 0.06% 169
2013
Q3 		$21.8M Buy
252,400
+99,900
+66% +$8.63M 0.1% 121
2013
Q2 		$12.7M Buy
+152,500
New +$11.2M 0.06% 170

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

AJO LP's SIVB Position: Q4 2019 in Review

AJO LP sold out of SVB Financial Group (SIVB) in Q4 2019, closing a stake of 1,236 shares — an estimated $258K sold.

AJO LP first reported a position in SIVB in Q2 2013 and held it in 8 quarters. The position peaked at $28.6M in Q1 2014. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

  • AJO LP reported no remaining SVB Financial Group position as of Q4 2019 after selling out during the quarter.
  • AJO LP sold 1,236 SVB Financial Group shares in Q4 2019, an estimated $258K.
  • AJO LP first reported a position in SVB Financial Group in Q2 2013 and held it in 8 quarters.
  • AJO LP's SVB Financial Group position peaked at $28.6M in Q1 2014.
  • 560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on AJO LP's 13F filing for Q4 2019, filed 12 Feb 2020.