Altshuler Shaham’s SVB Financial Group SIVB Stock Holding History

Altshuler Shaham’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
2021 Q3	–	Sell	-12	Closed	-$7K	–	704
2021 Q2	$7K	Buy	+12	New	+$6.66K	﹤0.01%	581

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Altshuler Shaham's SIVB Position: Q3 2021 in Review

Altshuler Shaham sold out of SVB Financial Group (SIVB) in Q3 2021, closing a stake of 12 shares — an estimated $7K sold.

Altshuler Shaham first reported a position in SIVB in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

Altshuler Shaham reported no remaining SVB Financial Group position as of Q3 2021 after selling out during the quarter.
Altshuler Shaham sold 12 SVB Financial Group shares in Q3 2021, an estimated $7K.
Altshuler Shaham first reported a position in SVB Financial Group in Q2 2021 and held it in 1 quarter.
Altshuler Shaham's SVB Financial Group position peaked at $7K in Q2 2021.
776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.