CM
SIVB

Caption Management’s SVB Financial Group SIVB Stock Holding History

Caption Management’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
Q2 		– Sell
-16,000
Closed -$2.42M – 1301
2020
Q1 		$2.42M Buy
+16,000
New +$3.52M 0.14% 207

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Caption Management's SIVB Position: Q2 2020 in Review

Caption Management sold out of SVB Financial Group (SIVB) in Q2 2020, closing a stake of 16,000 shares — an estimated $2.42M sold.

Caption Management first reported a position in SIVB in Q1 2020 and held it in 1 quarter. The position peaked at $2.42M in Q1 2020. 512 funds tracked by Wall St. Rank hold SIVB as of Q2 2020.

  • Caption Management reported no remaining SVB Financial Group position as of Q2 2020 after selling out during the quarter.
  • Caption Management sold 16,000 SVB Financial Group shares in Q2 2020, an estimated $2.42M.
  • Caption Management first reported a position in SVB Financial Group in Q1 2020 and held it in 1 quarter.
  • Caption Management's SVB Financial Group position peaked at $2.42M in Q1 2020.
  • 512 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2020.

Based on Caption Management's 13F filing for Q2 2020, filed 14 Aug 2020.