BC
SIVB

Burney Company’s SVB Financial Group SIVB Stock Holding History

Burney 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
Q3 		– Sell
-3,858
Closed -$832K – 531
2020
Q2 		$832K Buy
3,858
+46
+1% +$8.86K 0.05% 283
2020
Q1 		$576K Buy
+3,812
New +$839K 0.04% 287

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $23.8B AUM 34.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Burney Company's SIVB Position: Q3 2020 in Review

Burney Company sold out of SVB Financial Group (SIVB) in Q3 2020, closing a stake of 3,858 shares — an estimated $832K sold.

Burney Company first reported a position in SIVB in Q1 2020 and held it in 2 quarters. The position peaked at $832K in Q2 2020. 527 funds tracked by Wall St. Rank hold SIVB as of Q3 2020.

  • Burney Company reported no remaining SVB Financial Group position as of Q3 2020 after selling out during the quarter.
  • Burney Company sold 3,858 SVB Financial Group shares in Q3 2020, an estimated $832K.
  • Burney Company first reported a position in SVB Financial Group in Q1 2020 and held it in 2 quarters.
  • Burney Company's SVB Financial Group position peaked at $832K in Q2 2020.
  • 527 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2020.

Based on Burney Company's 13F filing for Q3 2020, filed 14 Dec 2020.