Clean Yield Group’s SVB Financial Group SIVB Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-25	Closed	-$14K	–	489
2022 Q1	$14K	Buy	+25	New	+$15.2K	﹤0.01%	339
2020 Q4	–	Sell	-60	Closed	-$14K	–	443
2020 Q3	$14K	Sell	60 -126	-68%	-$29.6K	0.01%	290
2020 Q2	$40K	Sell	186 -164	-47%	-$31.6K	0.02%	225
2020 Q1	$53K	Buy	350 +224	+178%	+$49.3K	0.03%	196
2019 Q4	$32K	Sell	126 -32	-20%	-$7.28K	0.01%	254
2019 Q3	$33K	Sell	158 -90	-36%	-$18.9K	0.01%	238
2019 Q2	$56K	Hold	248	–	–	0.02%	198
2019 Q1	$55K	Hold	248	–	–	0.02%	184
2018 Q4	$47K	Buy	+248	New	+$60.6K	0.02%	189
2017 Q2	–	Sell	-343	Closed	-$64K	–	298
2017 Q1	$64K	Buy	+343	New	+$62.4K	0.03%	172
2016 Q4	–	Sell	-343	Closed	-$38K	–	311
2016 Q3	$38K	Buy	+343	New	+$35.7K	0.02%	203
2015 Q2	–	Sell	-240	Closed	-$30K	–	350
2015 Q1	$30K	Buy	+240	New	+$28.7K	0.01%	218

Other funds holding SIVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clean Yield Group's SIVB Position: Q2 2022 in Review

Clean Yield Group sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 25 shares — an estimated $14K sold.

Clean Yield Group first reported a position in SIVB in Q1 2015 and held it in 12 quarters. The position peaked at $64K in Q1 2017. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Clean Yield Group reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 25 SVB Financial Group shares in Q2 2022, an estimated $14K.
Clean Yield Group first reported a position in SVB Financial Group in Q1 2015 and held it in 12 quarters.
Clean Yield Group's SVB Financial Group position peaked at $64K in Q1 2017.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.