Convergence Investment Partners’s SVB Financial Group SIVB Stock Holding History

Convergence Investment Partners’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
2019 Q4	–	Sell	-613	Closed	-$128K	–	343
2019 Q3	$128K	Buy	+613	New	+$128K	0.04%	272
2018 Q2	–	Sell	-7	Closed	-$2K	–	1074
2018 Q1	$2K	Buy	+7	New	+$1.76K	﹤0.01%	973
2016 Q2	–	Sell	-26,430	Closed	-$2.7M	–	421
2016 Q1	$2.7M	Buy	+26,430	New	+$2.56M	0.32%	110
2015 Q4	–	Sell	-5,140	Closed	-$594K	–	423
2015 Q3	$594K	Buy	+5,140	New	+$689K	0.07%	304
2015 Q2	–	Sell	-12,682	Closed	-$1.61M	–	458
2015 Q1	$1.61M	Sell	12,682 -17,458	-58%	-$2.09M	0.22%	179
2014 Q4	$3.5M	Buy	30,140 +21,624	+254%	+$2.36M	0.47%	56
2014 Q3	$955K	Buy	+8,516	New	+$945K	0.13%	239
2014 Q2	–	Sell	-10,270	Closed	-$1.32M	–	469
2014 Q1	$1.32M	Buy	+10,270	New	+$1.2M	0.2%	157

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Convergence Investment Partners's SIVB Position: Q4 2019 in Review

Convergence Investment Partners sold out of SVB Financial Group (SIVB) in Q4 2019, closing a stake of 613 shares — an estimated $128K sold.

Convergence Investment Partners first reported a position in SIVB in Q1 2014 and held it in 8 quarters. The position peaked at $3.5M in Q4 2014. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

Convergence Investment Partners reported no remaining SVB Financial Group position as of Q4 2019 after selling out during the quarter.
Convergence Investment Partners sold 613 SVB Financial Group shares in Q4 2019, an estimated $128K.
Convergence Investment Partners first reported a position in SVB Financial Group in Q1 2014 and held it in 8 quarters.
Convergence Investment Partners's SVB Financial Group position peaked at $3.5M in Q4 2014.
560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Convergence Investment Partners's 13F filing for Q4 2019, filed 22 Jan 2020.