AI
SIVB

Axiom Investors’s SVB Financial Group SIVB Stock Holding History

Axiom Investors’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
Q4 		– Sell
-265,315
Closed -$89.1M – 128
2022
Q3 		$89.1M Buy
265,315
+95,848
+57% +$38.6M 1.87% 21
2022
Q2 		$66.9M Buy
169,467
+15,762
+10% +$7.42M 2.01% 20
2022
Q1 		$86M Buy
153,705
+119
+0.1% +$72.2K 2.03% 16
2021
Q4 		$104M Sell
153,586
-14,552
-9% -$10.3M 1.92% 15
2021
Q3 		$109M Buy
168,138
+5,900
+4% +$3.42M 1.79% 17
2021
Q2 		$90.3M Buy
162,238
+47,206
+41% +$26.2M 1.45% 26
2021
Q1 		$56.8M Buy
+115,032
New +$56.6M 1.03% 32
2013
Q4 		– Sell
-14,600
Closed -$1.26M – 169
2013
Q3 		$1.26M Sell
14,600
-11,300
-44% -$976K 0.04% 116
2013
Q2 		$2.16M Buy
+25,900
New +$1.89M 0.08% 88

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axiom Investors's SIVB Position: Q4 2022 in Review

Axiom Investors sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 265,315 shares — an estimated $89.1M sold.

Axiom Investors first reported a position in SIVB in Q2 2013 and held it in 9 quarters. The position peaked at $109M in Q3 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Axiom Investors reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Axiom Investors sold 265,315 SVB Financial Group shares in Q4 2022, an estimated $89.1M.
  • Axiom Investors first reported a position in SVB Financial Group in Q2 2013 and held it in 9 quarters.
  • Axiom Investors's SVB Financial Group position peaked at $109M in Q3 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Axiom Investors's 13F filing for Q4 2022, filed 9 Feb 2023.