BC
SIVB

Barnett & Company’s SVB Financial Group SIVB Stock Holding History

Barnett & Company’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
2020
Q1 		– Sell
-21
Closed -$5K – 466
2019
Q4 		$5K Buy
+21
New +$4.78K ﹤0.01% 388

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barnett & Company's SIVB Position: Q1 2020 in Review

Barnett & Company sold out of SVB Financial Group (SIVB) in Q1 2020, closing a stake of 21 shares — an estimated $5K sold.

Barnett & Company first reported a position in SIVB in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 474 funds tracked by Wall St. Rank hold SIVB as of Q1 2020.

  • Barnett & Company reported no remaining SVB Financial Group position as of Q1 2020 after selling out during the quarter.
  • Barnett & Company sold 21 SVB Financial Group shares in Q1 2020, an estimated $5K.
  • Barnett & Company first reported a position in SVB Financial Group in Q4 2019 and held it in 1 quarter.
  • Barnett & Company's SVB Financial Group position peaked at $5K in Q4 2019.
  • 474 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2020.

Based on Barnett & Company's 13F filing for Q1 2020, filed 23 Apr 2020.