CT
SIVB

Caldwell Trust’s SVB Financial Group SIVB Stock Holding History

Caldwell Trust’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
Q4 		– Sell
-45
Closed -$15.1K – 752
2022
Q3 		$15.1K Hold
45
– – ﹤0.01% 560
2022
Q2 		$17.8K Hold
45
– – ﹤0.01% 554
2022
Q1 		$25.2K Hold
45
– – ﹤0.01% 541
2021
Q4 		$30.5K Hold
45
– – ﹤0.01% 520
2021
Q3 		$29.1K Hold
45
– – ﹤0.01% 519
2021
Q2 		$25K Hold
45
– – ﹤0.01% 539
2021
Q1 		$22.2K Hold
45
– – ﹤0.01% 543
2020
Q4 		$17.5K Hold
45
– – ﹤0.01% 563
2020
Q3 		$10.8K Hold
45
– – ﹤0.01% 602
2020
Q2 		$9.7K Hold
45
– – ﹤0.01% 643
2020
Q1 		$6.8K Hold
45
– – ﹤0.01% 675
2019
Q4 		$11.3K Buy
+45
New +$10.2K ﹤0.01% 668

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return