Axa
SIVB

Axa’s SVB Financial Group SIVB Stock Holding History

Axa’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
-33,069
Closed -$13.1M – 1232
2022
Q2 		$13.1M Sell
33,069
-5,281
-14% -$2.49M 0.05% 381
2022
Q1 		$21.5M Buy
38,350
+1,775
+5% +$1.08M 0.06% 349
2021
Q4 		$24.8M Sell
36,575
-4,598
-11% -$3.24M 0.06% 317
2021
Q3 		$26.6M Sell
41,173
-45,486
-52% -$26.4M 0.07% 290
2021
Q2 		$48.2M Buy
86,659
+14,002
+19% +$7.77M 0.14% 179
2021
Q1 		$35.9M Sell
72,657
-28,363
-28% -$13.9M 0.11% 227
2020
Q4 		$39.2M Buy
101,020
+47,842
+90% +$15.5M 0.12% 190
2020
Q3 		$12.8M Buy
53,178
+52,200
+5,337% +$12.3M 0.05% 388
2020
Q2 		$211K Buy
+978
New +$188K ﹤0.01% 1171
2019
Q4 		– Sell
-19,280
Closed -$4.03M – 1380
2019
Q3 		$4.03M Sell
19,280
-8,283
-30% -$1.74M 0.02% 709
2019
Q2 		$6.19M Sell
27,563
-4,905
-15% -$1.13M 0.02% 582
2019
Q1 		$7.22M Sell
32,468
-3,850
-11% -$896K 0.03% 539
2018
Q4 		$6.9M Buy
36,318
+4,400
+14% +$1.08M 0.03% 519
2018
Q3 		$9.92M Buy
31,918
+29,100
+1,033% +$9.18M 0.04% 483
2018
Q2 		$814K Sell
2,818
-36
-1% -$10.6K ﹤0.01% 1048
2018
Q1 		$685K Sell
2,854
-700
-20% -$176K ﹤0.01% 1089
2017
Q4 		$830K Buy
+3,554
New +$757K ﹤0.01% 1057
2017
Q3 		– Sell
-4,238
Closed -$745K – 1408
2017
Q2 		$745K Sell
4,238
-14,348
-77% -$2.57M ﹤0.01% 989
2017
Q1 		$3.46M Buy
18,586
+1,186
+7% +$216K 0.02% 668
2016
Q4 		$2.99M Buy
+17,400
New +$2.49M 0.01% 683

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

Axa's SIVB Position: Q3 2022 in Review

Axa sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 33,069 shares — an estimated $13.1M sold.

Axa first reported a position in SIVB in Q4 2016 and held it in 20 quarters. The position peaked at $48.2M in Q2 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Axa reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Axa sold 33,069 SVB Financial Group shares in Q3 2022, an estimated $13.1M.
  • Axa first reported a position in SVB Financial Group in Q4 2016 and held it in 20 quarters.
  • Axa's SVB Financial Group position peaked at $48.2M in Q2 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Axa's 13F filing for Q3 2022, filed 14 Nov 2022.