Bradley Foster & Sargent’s SVB Financial Group SIVB Stock Holding History

Bradley Foster & Sargent’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 Q2	–	Sell	-4,167	Closed	-$2.33M	–	479
2022 Q1	$2.33M	Buy	4,167 +7	+0.2%	+$4.25K	0.05%	191
2021 Q4	$2.82M	Buy	4,160 +301	+8%	+$212K	0.06%	171
2021 Q3	$2.5M	Buy	+3,859	New	+$2.24M	0.06%	168
2020 Q1	–	Sell	-4,960	Closed	-$1.25M	–	374
2019 Q4	$1.25M	Buy	+4,960	New	+$1.13M	0.04%	202
2019 Q2	–	Sell	-3,600	Closed	-$800K	–	361
2019 Q1	$800K	Buy	+3,600	New	+$838K	0.03%	223
2018 Q4	–	Sell	-4,023	Closed	-$1.25M	–	383
2018 Q3	$1.25M	Hold	4,023	–	–	0.04%	209
2018 Q2	$1.16M	Sell	4,023 -1,182	-23%	-$347K	0.04%	212
2018 Q1	$1.25M	Sell	5,205 -1,575	-23%	-$395K	0.05%	197
2017 Q4	$1.58M	Buy	6,780 +555	+9%	+$118K	0.06%	177
2017 Q3	$1.17M	Buy	+6,225	New	+$1.09M	0.04%	201

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bradley Foster & Sargent's SIVB Position: Q2 2022 in Review

Bradley Foster & Sargent sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 4,167 shares — an estimated $2.33M sold.

Bradley Foster & Sargent first reported a position in SIVB in Q3 2017 and held it in 10 quarters. The position peaked at $2.82M in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Bradley Foster & Sargent reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Bradley Foster & Sargent sold 4,167 SVB Financial Group shares in Q2 2022, an estimated $2.33M.
Bradley Foster & Sargent first reported a position in SVB Financial Group in Q3 2017 and held it in 10 quarters.
Bradley Foster & Sargent's SVB Financial Group position peaked at $2.82M in Q4 2021.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Bradley Foster & Sargent's 13F filing for Q2 2022, filed 11 Aug 2022.