Capital World Investors

Capital World Investors’s SVB Financial Group SIVB Stock Holding History

Capital World Investors’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
2023 Q1	–	Sell	-925,165	Closed	-$213M	–	556
2022 Q4	$213M	Sell	925,165 -3	-0%	-$745	0.05%	270
2022 Q3	$311M	Buy	925,168 +39	+0%	+$15.7K	0.07%	223
2022 Q2	$365M	Hold	925,129	–	–	0.08%	216
2022 Q1	$518M	Buy	925,129 +54,341	+6%	+$33M	0.09%	199
2021 Q4	$591M	Hold	870,788	–	–	0.09%	195
2021 Q3	$563M	Hold	870,788	–	–	0.1%	201
2021 Q2	$485M	Sell	870,788 -77,107	-8%	-$42.8M	0.08%	215
2021 Q1	$468M	Sell	947,895 -33,310	-3%	-$16.4M	0.09%	204
2020 Q4	$381M	Buy	981,205 +105	+0%	+$34K	0.07%	226
2020 Q3	$236M	Sell	981,100 -8	-0%	-$1.88K	0.05%	250
2020 Q2	$211M	Sell	981,108 -206,557	-17%	-$39.8M	0.05%	247
2020 Q1	$179M	Buy	1,187,665 +8	+0%	+$1.76K	0.05%	233
2019 Q4	$298M	Buy	1,187,657 +193	+0%	+$43.9K	0.07%	222
2019 Q3	$248M	Sell	1,187,464 -55,205	-4%	-$11.6M	0.06%	225
2019 Q2	$279M	Buy	1,242,669 +169	+0%	+$39.1K	0.07%	219
2019 Q1	$276M	Sell	1,242,500 -88,000	-7%	-$20.5M	0.07%	214
2018 Q4	$253M	Buy	1,330,500 +820,000	+161%	+$201M	0.07%	209
2018 Q3	$159M	Sell	510,500 -183,000	-26%	-$57.7M	0.04%	260
2018 Q2	$200M	Buy	693,500 +41,000	+6%	+$12M	0.04%	243
2018 Q1	$157M	Sell	652,500 -53,000	-8%	-$13.3M	0.04%	254
2017 Q4	$165M	Hold	705,500	–	–	0.04%	254
2017 Q3	$132M	Hold	705,500	–	–	0.03%	264
2017 Q2	$124M	Hold	705,500	–	–	0.03%	260
2017 Q1	$131M	Buy	705,500 +53,000	+8%	+$9.64M	0.03%	264
2016 Q4	$112M	Hold	652,500	–	–	0.03%	268
2016 Q3	$72.1M	Hold	652,500	–	–	0.02%	305
2016 Q2	$62.1M	Hold	652,500	–	–	0.02%	312
2016 Q1	$66.6M	Hold	652,500	–	–	0.02%	314
2015 Q4	$77.6M	Hold	652,500	–	–	0.02%	306
2015 Q3	$75.4M	Hold	652,500	–	–	0.02%	309
2015 Q2	$93.9M	Hold	652,500	–	–	0.03%	307
2015 Q1	$82.9M	Hold	652,500	–	–	0.02%	318
2014 Q4	$75.7M	Hold	652,500	–	–	0.02%	327
2014 Q3	$73.1M	Hold	652,500	–	–	0.02%	335
2014 Q2	$76.1M	Hold	652,500	–	–	0.02%	329
2014 Q1	$84M	Hold	652,500	–	–	0.02%	310
2013 Q4	$68.4M	Hold	652,500	–	–	0.02%	327
2013 Q3	$56.4M	Hold	652,500	–	–	0.02%	334
2013 Q2	$54.4M	Buy	+652,500	New	+$47.7M	0.02%	326

Other funds holding SIVB

Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Douglas Lane & Associates New York $6.93B AUM 20.35% 1-Year Est. Return

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return

Tudor Investment Corp

Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Graphene Investments SAS Paris, France $149M AUM 29.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return