Arjuna Capital’s SVB Financial Group SIVB Stock Holding History

Arjuna Capital’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	–	Sell	-666	Closed	-$263K	–	103
2022 Q2	$263K	Buy	666 +5	+0.8%	+$2.35K	0.13%	82
2022 Q1	$370K	Sell	661 -660	-50%	-$401K	0.15%	77
2021 Q4	$896K	Buy	1,321 +297	+29%	+$209K	0.33%	67
2021 Q3	$662K	Sell	1,024 -165	-14%	-$95.7K	0.27%	77
2021 Q2	$662K	Buy	1,189 +483	+68%	+$268K	0.29%	80
2021 Q1	$349K	Buy	706 +108	+18%	+$53.1K	0.17%	80
2020 Q4	$232K	Buy	+598	New	+$194K	0.13%	86
2018 Q4	–	Sell	-1,817	Closed	-$565K	–	100
2018 Q3	$565K	Buy	1,817 +6	+0.3%	+$1.89K	0.43%	70
2018 Q2	$523K	Buy	+1,811	New	+$532K	0.43%	69

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Arjuna Capital's SIVB Position: Q3 2022 in Review

Arjuna Capital sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 666 shares — an estimated $263K sold.

Arjuna Capital first reported a position in SIVB in Q2 2018 and held it in 9 quarters. The position peaked at $896K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Arjuna Capital reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Arjuna Capital sold 666 SVB Financial Group shares in Q3 2022, an estimated $263K.
Arjuna Capital first reported a position in SVB Financial Group in Q2 2018 and held it in 9 quarters.
Arjuna Capital's SVB Financial Group position peaked at $896K in Q4 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Arjuna Capital's 13F filing for Q3 2022, filed 1 Nov 2022.