Birch Hill Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Birch Hill Investment Advisors’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	-550	Closed	-$217K	–	154
2022 Q2	$217K	Hold	550	–	–	0.01%	147
2022 Q1	$308K	Hold	550	–	–	0.02%	137
2021 Q4	$373K	Hold	550	–	–	0.02%	138
2021 Q3	$356K	Hold	550	–	–	0.02%	136
2021 Q2	$306K	Hold	550	–	–	0.02%	139
2021 Q1	$272K	Hold	550	–	–	0.02%	138
2020 Q4	$213K	Buy	+550	New	+$178K	0.01%	146

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 $23.8B AUM 34.25% 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

Birch Hill Investment Advisors's SIVB Position: Q3 2022 in Review

Birch Hill Investment Advisors sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 550 shares — an estimated $217K sold.

Birch Hill Investment Advisors first reported a position in SIVB in Q4 2020 and held it in 7 quarters. The position peaked at $373K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Birch Hill Investment Advisors reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Birch Hill Investment Advisors sold 550 SVB Financial Group shares in Q3 2022, an estimated $217K.
Birch Hill Investment Advisors first reported a position in SVB Financial Group in Q4 2020 and held it in 7 quarters.
Birch Hill Investment Advisors's SVB Financial Group position peaked at $373K in Q4 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.