Conning Inc’s SVB Financial Group SIVB Stock Holding History

Conning Inc’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 Q3	–	Sell	-528	Closed	-$209K	–	393
2022 Q2	$209K	Sell	528 -2	-0.4%	-$942	0.01%	379
2022 Q1	$297K	Buy	530 +9	+2%	+$5.46K	0.01%	342
2021 Q4	$353K	Sell	521 -41	-7%	-$28.9K	0.01%	325
2021 Q3	$364K	Sell	562 -38	-6%	-$22K	0.01%	322
2021 Q2	$334K	Sell	600 -59	-9%	-$32.7K	0.01%	352
2021 Q1	$325K	Sell	659 -55	-8%	-$27K	0.01%	365
2020 Q4	$277K	Buy	+714	New	+$231K	0.01%	395
2020 Q1	–	Sell	-830	Closed	-$208K	–	485
2019 Q4	$208K	Buy	+830	New	+$189K	0.01%	466
2018 Q4	–	Sell	-860	Closed	-$267K	–	580
2018 Q3	$267K	Buy	860 +150	+21%	+$47.3K	0.01%	510
2018 Q2	$205K	Buy	+710	New	+$209K	0.01%	561

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Conning Inc's SIVB Position: Q3 2022 in Review

Conning Inc sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 528 shares — an estimated $209K sold.

Conning Inc first reported a position in SIVB in Q2 2018 and held it in 10 quarters. The position peaked at $364K in Q3 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Conning Inc reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Conning Inc sold 528 SVB Financial Group shares in Q3 2022, an estimated $209K.
Conning Inc first reported a position in SVB Financial Group in Q2 2018 and held it in 10 quarters.
Conning Inc's SVB Financial Group position peaked at $364K in Q3 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Conning Inc's 13F filing for Q3 2022, filed 31 Oct 2022.