Corbett Road Capital Management’s SVB Financial Group SIVB Stock Holding History

Corbett Road Capital 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	-547	Closed	-$306K	–	118
2022 Q1	$306K	Buy	547 +12	+2%	+$7.28K	0.39%	90
2021 Q4	$363K	Buy	535 +41	+8%	+$28.9K	0.62%	79
2021 Q3	$320K	Buy	494 +23	+5%	+$13.3K	0.55%	86
2021 Q2	$262K	Sell	471 -78	-14%	-$43.3K	0.46%	95
2021 Q1	$271K	Sell	549 -914	-62%	-$449K	0.4%	97
2020 Q4	$567K	Sell	1,463 -60	-4%	-$19.4K	0.52%	55
2020 Q3	$366K	Buy	1,523 +51	+3%	+$12K	0.35%	82
2020 Q2	$317K	Buy	+1,472	New	+$283K	0.3%	80

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

Corbett Road Capital Management's SIVB Position: Q2 2022 in Review

Corbett Road Capital Management sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 547 shares — an estimated $306K sold.

Corbett Road Capital Management first reported a position in SIVB in Q2 2020 and held it in 8 quarters. The position peaked at $567K in Q4 2020. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Corbett Road Capital Management reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Corbett Road Capital Management sold 547 SVB Financial Group shares in Q2 2022, an estimated $306K.
Corbett Road Capital Management first reported a position in SVB Financial Group in Q2 2020 and held it in 8 quarters.
Corbett Road Capital Management's SVB Financial Group position peaked at $567K in Q4 2020.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Corbett Road Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.