Contravisory Investment Management’s SVB Financial Group SIVB Stock Holding History

Contravisory Investment 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
2022 Q2	–	Sell	-151	Closed	-$84K	–	392
2022 Q1	$84K	Sell	151 -22	-13%	-$13.4K	0.02%	230
2021 Q4	$117K	Sell	173 -24	-12%	-$16.9K	0.03%	209
2021 Q3	$127K	Buy	197 +25	+15%	+$14.5K	0.04%	200
2021 Q2	$96K	Buy	172 +76	+79%	+$42.2K	0.03%	204
2021 Q1	$47K	Sell	96 -35	-27%	-$17.2K	0.01%	224
2020 Q4	$51K	Buy	131 +24	+22%	+$7.78K	0.02%	208
2020 Q3	$26K	Buy	+107	New	+$25.2K	0.01%	213
2020 Q2	–	Sell	-1,390	Closed	-$210K	–	346
2020 Q1	$210K	Buy	+1,390	New	+$306K	0.09%	124
2018 Q4	–	Sell	-13	Closed	-$4K	–	362
2018 Q3	$4K	Hold	13	–	–	﹤0.01%	261
2018 Q2	$4K	Buy	+13	New	+$3.82K	﹤0.01%	309

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 $23.8B AUM 34.25% 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

Contravisory Investment Management's SIVB Position: Q2 2022 in Review

Contravisory Investment Management sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 151 shares — an estimated $84K sold.

Contravisory Investment Management first reported a position in SIVB in Q2 2018 and held it in 10 quarters. The position peaked at $210K in Q1 2020. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Contravisory Investment Management reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Contravisory Investment Management sold 151 SVB Financial Group shares in Q2 2022, an estimated $84K.
Contravisory Investment Management first reported a position in SVB Financial Group in Q2 2018 and held it in 10 quarters.
Contravisory Investment Management's SVB Financial Group position peaked at $210K in Q1 2020.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Contravisory Investment Management's 13F filing for Q2 2022, filed 13 Jul 2022.