Capital Guardian Trust’s SVB Financial Group SIVB Stock Holding History

Capital Guardian 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
2019 Q2	$42.4M	Sell	188,788 -4,931	-3%	-$1.14M	0.57%	76
2019 Q1	$43.1M	Buy	193,719 +19,945	+11%	+$4.64M	0.57%	77
2018 Q4	$33M	Buy	173,774 +6,925	+4%	+$1.69M	0.53%	79
2018 Q3	$51.9M	Sell	166,849 -645	-0.4%	-$204K	0.7%	59
2018 Q2	$48.4M	Buy	167,494 +328	+0.2%	+$96.4K	0.69%	62
2018 Q1	$40.1M	Buy	+167,166	New	+$42M	0.57%	72

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Guardian Trust's SIVB Position: Q2 2019 in Review

Capital Guardian Trust reduced its SVB Financial Group (SIVB) stake by 2.5% in Q2 2019, selling an estimated $1.14M and leaving 188,788 shares worth $42.4M. The position accounts for 0.57% of the portfolio, ranked #76.

Capital Guardian Trust first reported a position in SIVB in Q1 2018 and has held it in 6 quarters since. The position peaked at $51.9M in Q3 2018. 548 funds tracked by Wall St. Rank hold SIVB as of Q2 2019.

Capital Guardian Trust held 188,788 shares of SVB Financial Group worth $42.4M as of Q2 2019.
Capital Guardian Trust sold 4,931 SVB Financial Group shares in Q2 2019, an estimated $1.14M.
SVB Financial Group made up 0.57% of Capital Guardian Trust's portfolio in Q2 2019, its #76 holding.
Capital Guardian Trust first reported a position in SVB Financial Group in Q1 2018 and has held it in 6 quarters since.
Capital Guardian Trust's SVB Financial Group position peaked at $51.9M in Q3 2018.
548 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2019.

Based on Capital Guardian Trust's 13F filing for Q2 2019, filed 14 Aug 2019.