B
SIVB

BP’s SVB Financial Group SIVB Stock Holding History

BP’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
2021
Q3 		– Sell
-19,222
Closed -$10.7M – 580
2021
Q2 		$10.7M Sell
19,222
-19,791
-51% -$11M 0.46% 79
2021
Q1 		$19.3M Sell
39,013
-22,417
-36% -$11M 0.67% 45
2020
Q4 		$23.8M Sell
61,430
-14,137
-19% -$4.58M 0.72% 31
2020
Q3 		$18.2M Buy
75,567
+69,367
+1,119% +$16.3M 0.44% 58
2020
Q2 		$1.34M Buy
6,200
+800
+15% +$154K 0.05% 370
2020
Q1 		$814K Hold
5,400
– – 0.03% 416
2019
Q4 		$1.36M Hold
5,400
– – 0.05% 377
2019
Q3 		$1.13M Buy
+5,400
New +$1.13M 0.04% 411
2019
Q1 		– Sell
-6,000
Closed -$1.14M – 473
2018
Q4 		$1.14M Sell
6,000
-11,000
-65% -$2.69M 0.05% 356
2018
Q3 		$5.28M Buy
17,000
+10,000
+143% +$3.16M 0.16% 149
2018
Q2 		$2.02M Buy
+7,000
New +$2.06M 0.07% 312

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

BP's SIVB Position: Q3 2021 in Review

BP sold out of SVB Financial Group (SIVB) in Q3 2021, closing a stake of 19,222 shares — an estimated $10.7M sold.

BP first reported a position in SIVB in Q2 2018 and held it in 11 quarters. The position peaked at $23.8M in Q4 2020. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

  • BP reported no remaining SVB Financial Group position as of Q3 2021 after selling out during the quarter.
  • BP sold 19,222 SVB Financial Group shares in Q3 2021, an estimated $10.7M.
  • BP first reported a position in SVB Financial Group in Q2 2018 and held it in 11 quarters.
  • BP's SVB Financial Group position peaked at $23.8M in Q4 2020.
  • 776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.